Augustus Wealth, LLC

Augustus Wealth, LLC, founded in February 2022 by Derek Russell Munchow, offers financial advisory services in Long Beach, CA. Derek Munchow, the Founder & CEO, holds various professional designations, including Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Asset Management Specialist (AAMS®), and Chartered Retirement Planning Counselor (CRPC®). These designations require rigorous education, exams, and adherence to ethical guidelines. The firm emphasizes professionalism and ethical behavior, ensuring clients receive high-quality financial advice. Derek Munchow, acting as a fiduciary, is committed to acting in the best interests of clients, mitigating potential conflicts of interest. Clients have full control over their investments, as Mr. Munchow is the sole owner and Chief Compliance Officer of the firm. The firm does not receive any additional compensation beyond advisory fees, ensuring transparency in the fee structure. There are no legal or disciplinary events material to the evaluation of Mr. Munchow, demonstrating a clean disciplinary record. Additionally, Mr. Munchow has not been involved in any arbitration claims or administrative proceedings. As a licensed insurance agent, he may offer insurance products but will prioritize clients' best interests.