Erika Morro is a control person of August Wealth Advisors and directly owns under 5% of it.
August Wealth Advisors is an investment adviser based in Westport, CT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $437 million, as filed on 30 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6688606
- Firm
- August Wealth Advisors · CRD 339322
- Role
- Chief Compliance Officer
- In role since
- October 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Westport, CT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Erika Morro work?
Erika Morro has been Chief Compliance Officer of August Wealth Advisors LLC since October 2025, and is a control person of the firm.
How can I verify Erika Morro’s record?
Erika Morro’s role is listed on August Wealth Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 339322.