AEGIS WEALTH MANAGEMENT LLC
Doing business as AEGIS WEALTH. SEC Form ADV profile.
Total regulatory AUM
$744,112,341
Discretionary
$744,112,341
Non-discretionary
$0
Firm details
- CRD number
- 134429
- SEC file number
- 801-64004
- Main office
- BETHESDA, MD, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.AEGISWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.