Augustus Wealth is a fee-only fiduciary registered investment advisor based in Long Beach, California, specializing in equity compensation planning for pre-IPO shareholders at companies like SpaceX, Anthropic, Anduril, Databricks, and Stripe.

Founded by Derek Munchow and Co-Founder Srdjan Nastasic, the firm operates on the Worker to Investor framework: a structural model for helping shareholders transition from concentrated equity and ordinary income tax treatment to a diversified asset base and long-term capital gains tax treatment. The framework is the organizing principle behind every client engagement and every tool the firm publishes.

Services include equity compensation strategy, AMT planning, tender offer analysis, concentration risk modeling, and comprehensive financial planning.

Featured in Yahoo Finance.
augustuswealth.com

The firm is based in Long Beach, California and works with clients throughout Los Angeles, Orange County, Silicon Valley, Austin, and nationwide.

Free equity tools: augustuswealth.com/equity-tools
SpaceX IPO planning: augustuswealth.com/blog/spacex-ipo-planning-guide-employees
Anthropic IPO planning: augustuswealth.com/blog/anthropi

Augustus Wealth

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