Founder And Managing Partner, Wealth Advisor
CurrentRegistered Investment Advisor (RIA)
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Derek Munchow Cfp®, Chfc® is listed as Founder | Managing Partner @augustuswealth | Financial Advice ♦ Investment Management ♦ Equity Compensation ♦ Employee Stock Options ♦ Private Company Stock ♦ Startup Equity at Augustus Wealth, LLC, based in Manhattan Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Derek Munchow Cfp®, Chfc®.
Derek Munchow Cfp®, Chfc® previously worked as Founder and Managing Partner, Wealth Advisor at Augustus Wealth, Llc and Financial Advisor, Certified Financial Planner professional at Ameriprise Financial Services, Llc. Derek Munchow Cfp®, Chfc® holds Economics, Finance, Statistics from Uc Irvine.
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I am the founder and managing partner at Augustus Wealth, a registered investment advisory firm (RIA) that provides consulting and wealth management advice to professionals with equity compensation.My mission is to modernize wealth management by developing proprietary fintech solutions and utilizing best-in-class software that cater to the unique needs and goals of my clients. I believe in an agile and transparent process that pushes solutions, not products, and empowers people to achieve financial freedom. If you are interested in finding out more, please visit www.augustuswealth.com to learn about our offers. You can also send me a direct message on LinkedIn. I look forward to hearing from you.
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Manhattan Beach, California, US
Registered Investment Advisor (RIA)
Minneapolis, MN, US
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Derek Munchow Cfp®, Chfc® works for Augustus Wealth, LLC.
Derek Munchow Cfp®, Chfc® is listed as Founder | Managing Partner @augustuswealth | Financial Advice ♦ Investment Management ♦ Equity Compensation ♦ Employee Stock Options ♦ Private Company Stock ♦ Startup Equity at Augustus Wealth, LLC.
Derek Munchow Cfp®, Chfc® is based in Manhattan Beach, California, United States while working with Augustus Wealth, LLC.
Derek Munchow Cfp®, Chfc® has worked for Augustus Wealth, Llc and Ameriprise Financial Services, Llc.
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Derek Munchow Cfp®, Chfc® holds Economics, Finance, Statistics from Uc Irvine.
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