SourcingSourcing

AUGUST WEALTH ADVISORS LLC

C48
CRD 339322·SEC 801-134820·WESTPORT, CT
AUM
$436.6M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AUGUST WEALTH ADVISORS LLC
CRD
339322
SEC file #
801-134820
EIN
—
DBA names
—

Economics

AUM
$436.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals High Net Worth192
Individuals Other127

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
WESTPORT CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
augustwealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARDELLO, JOSEPH, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CARDELLO, JOSEPH, JOHN
MORRO, ERIKA, BERRIO
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AUGUSTWEALTHADVISORS.COM
Rdap Domain Creation Date
2020-02-10T13:11:29Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-10T13:11:29Z
Rdap Domain Last Changed
2026-02-18T04:01:47Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2492387
Trust Company Affiliate
No

People (5)

5
CARDELLO, JOSEPH, JOHN
IAR · Direct Owner · 87.5%
2492387
MORRO, ERIKA, BERRIO
Executive Officer · 2.5%
6688606
Conor Patrick Keenan
IAR
8014282
HOWARD CHARLES GREENBERG
IAR
2082838
PETER TYLER GRAVE
IAR
4717591