Robbie Newman
August Wealth Advisors · Westport, Connecticut
Robbie Newman 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 4986942 |
| Exams passed | Series 63 (2006) · Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.augustwealthadvisors.com |
| Profile |
How Robbie'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 Robbie
Is Robbie Newman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robbie 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 Robbie charge for financial advice?
Robbie's firm, August Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robbie Newman based?
Robbie Newman is based in Westport, Connecticut.
Is Robbie Newman registered with the SEC?
Yes. Robbie Newman is registered as an investment adviser representative in CT (CRD 4986942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does August Wealth Advisors manage?
August Wealth Advisors reports $436.6M across 641 accounts in assets under management.
How do I contact Robbie Newman?
Through Robbie'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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