August Wealth Group, Inc.

August Wealth Group, Inc. (CRD# 149542) is a financial advisory firm headquartered in , . They manage $38,200,000 in 189 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $202,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, ME, TX

Financial Advisors at August Wealth Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William Westfield, financial advisor Bristol ME
William H. Westfield
CRD#: 2170081
Bristol, ME

William Westfield (CRD# 2170081) is an Investment Advisor Representative working at August Wealth Group, Inc. in Bristol, ME and has over 32 years of experience in the finance industry.

2
Davis Westfield, financial advisor Phoenix AZ
Davis H. Westfield
CRD#: 7138179
Phoenix, AZ

Davis Westfield (CRD# 7138179) is an Investment Advisor Representative working at August Wealth Group, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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