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AUGUSTUS WEALTH, LLC
CRD 317189 · SEC 801-123123
3780 KILROY AIRPORT WAY, SUITE 200, LONG BEACH, CA, 90806, United States
Phone
(562) 270-0045
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$100.2M
Discretionary AUM
$99.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; RECURRING/SUBSCRIPTION FEE
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $25.4M |
| High net worth individuals | 45 | $73.3M |
All web addresses on file
- https://www.youtube.com/@augustuswealth
- https://www.facebook.com/profile.php?id=100090049197978
- https://www.instagram.com/augustus.wealth/
- https://www.linkedin.com/in/nastasic/
- https://www.linkedin.com/in/derek-munchow-cfp%C2%AE-chfc%C2%AE-a919881/
- https://www.linkedin.com/company/augustus-wealth?trk=public_profile_topcard-current-company
- https://augustuswealth.com/
Official SEC filing: View on IAPD