The August Wealth Management Group
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 314683
· New York, NY
· www.augustwmg.com
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ADV data as of Sep 27, 2026
- Regulatory AUM
- $24.2M
- Discretionary
- $6.4M
- Clients
- 161
- Avg AUM / client
- $150K
- Accounts
- 161
- Employees
- 1
AUM over time
$0
$24.2M
Dec 12, 2022
Sep 27, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $255K | 1.05% |
| High net worth individuals | 102 | $5.8M | 24.1% |
| Pension and profit sharing plans | 13 | $17.8M | 73.6% |
| Corporations and other businesses | 21 | $308K | 1.27% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Opticsplanet, Inc. 401(k) Profit Sharing Plan And Trust Opticsplanet, Inc. | 2024 |
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Opticsplanet, Inc. 401(k) Profit Sharing Plan And Trust | Opticsplanet, Inc. | 354 | $10.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/12/2022 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 27, 2026.
View current Form ADV (SEC/IAPD) ↗