Unclaimed
Victor Marcella is an Investment Advisor Representative with Augustus Wealth, LLC. Victor Marcella is registered with the state of California as well as the state of Texas. Victor Marcella has been in the industry for 2 years. Victor Marcella's firm, Augustus Wealth, LLC, is a registered investment advisor that provides portfolio management for individuals and businesses, financial planning, and pension consulting services. The firm currently has 1 licensed agents, 2 investment advisor representatives, and 2 investment advisory functions. The firm manages approximately $80,776,188 in regulatory assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring/subscription fee
1
2
CA
01/10/2023 - Present
Augustus Wealth, LLC (MANHATTAN BEACH CA)
IA
Issued 12/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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