August Wealth Advisors

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

51 Riverside Ave # 1, Westport, Connecti...

Phone Number

(800) 985-9477

Revenue

<$5 Million

Industry

Finance Securities Trading

About August Wealth Advisors

August Wealth Advisors is an independent fiduciary firm that provides transparent financial advice, custom plans, and bespoke portfolios tailored to the needs of select clients. Founded by Joseph Cardello, the company aims to help clients navigate market volatility and achieve their financial goals through strategic partnerships in investment, tax, estate, trust, and insurance. The firm emphasizes a proactive approach to client satisfaction and aligns its compensation with the best interests of its clients. August Wealth cultivates a culture of experience, knowledge, and a commitment to serving others in the wealth management space.Explore more
August Wealth Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

August Wealth Advisors Org Chart

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Associate

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

August Wealth Advisors

<$5M
1-10
Private
-
2019
$5.6M
11-50
Private
<$5M
2012
$5.3M
11-50
Private
-
2010
KN
Kaylani NaluaiOffice Manager
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

August Wealth Advisors Tech Stack

A closer look at the technologies used by August Wealth Advisors

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Frequently Asked Questions Regarding August Wealth Advisors

What is August Wealth Advisors's official website?
August Wealth Advisors's official website is www.augustwealthadvisors.com
What is August Wealth Advisors's Revenue?
August Wealth Advisors's revenue is <$5 Million
What is August Wealth Advisors's SIC code?
August Wealth Advisors's SIC: 62,628
What is August Wealth Advisors's NAICS code?
August Wealth Advisors's NAICS: 52,523
How many employees does August Wealth Advisors have?
August Wealth Advisors has 1-10 employees
What industry does August Wealth Advisors belong to?
August Wealth Advisors is in the industry of: Finance, Securities Trading
What is August Wealth Advisors competition?
August Wealth Advisors top competitors include: Ratcliff Financial Services, Beirne Wealth Consulting Services, Refined Wealth Management
What technology does August Wealth Advisors use?
Some of the popular technologies that August Wealth Advisors uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact August Wealth Advisors?
August Wealth Advisors contact info: Phone number: (800) 985-9477 Website: www.augustwealthadvisors.com
What does August Wealth Advisors do?

August Wealth Advisors is an independent fiduciary firm that provides transparent financial advice, custom plans, and bespoke portfolios tailored to the needs of select clients. Founded by Joseph Cardello, the company aims to help clients navigate market volatility and achieve their financial goals through strategic partnerships in investment, tax,... estate, trust, and insurance. The firm emphasizes a proactive approach to client satisfaction and aligns its compensation with the best interests of its clients. August Wealth cultivates a culture of experience, knowledge, and a commitment to serving others in the wealth management space.Read More

What are August Wealth Advisors social media links?
August Wealth Advisors Linkedin page
Is August Wealth Advisors a public company?
August Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about August Wealth Advisors

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