Robbie James Newman
Investment adviser representative at August Wealth Advisors LLC
10 yearsExperience
1 stateRegistered in
$436.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- August Wealth Advisors, LLCJul 2026 to now
- UnemployedMar 2026 to Jun 2026
- UBS Securities LLCMay 2016 to Feb 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
August Wealth Advisors LLC
$436.6MAssets managed
319Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4986942
- Firm CRD
- 339322