Peter Grave
August Wealth Advisors · Westport, Connecticut
Peter Grave is a fee-only financial advisor at August Wealth Advisors in Westport, Connecticut. August Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | August Wealth Advisors |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $436.6M across 641 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4717591 |
| Exams passed | Series 66 (2003) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.augustwealthadvisors.com |
How Peter's firm compares
- August Wealth Advisors's average account is about $681,000, from its Form ADV (assets managed divided by 641 accounts).
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Questions about Peter
Is Peter Grave a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and August Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, August Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Grave based?
Peter Grave is based in Westport, Connecticut.
Is Peter Grave registered with the SEC?
Yes. Peter Grave is registered as an investment adviser representative in CT (CRD 4717591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does August Wealth Advisors manage?
August Wealth Advisors reports $436.6M across 641 accounts in assets under management.
How do I contact Peter Grave?
Through Peter's website, www.augustwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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