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Srdjan Nastasic

Augustus Wealth, LLC

Long Beach, CA

CRD 7207535

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Employer firm

Augustus Wealth, LLC CRD 317189

$100M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Augustus Wealth, Llc

3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-26
TX RA APPROVED 2023-06-26
  • CA RA
    APPROVED
    Since 2023-06-26
  • TX RA
    APPROVED
    Since 2023-06-26

Branch Locations

3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Augustus Wealth, Llc Manhattan Beach CA 02/2022 Present
Ameriprise Financial Manhattan Beach CA 12/2019 01/2022
Telenor Belgrade 05/2016 11/2019
  • 02/2022 → Present
    Augustus Wealth, Llc
    Manhattan Beach, CA
  • 12/2019 → 01/2022
    Ameriprise Financial
    Manhattan Beach, CA
  • 05/2016 → 11/2019
    Telenor
    Belgrade
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-22
  • S65 Uniform Investment Adviser Law Examination
    2023-06-22

View on SEC IAPD

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