AEGIS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$190,373,409
Discretionary
$173,075,906
Non-discretionary
$17,297,503
Firm details
- CRD number
- 199511
- SEC file number
- 801-96327
- Main office
- MAITLAND, FL, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.AEGISWM.COM
- Fee structure
-
Fixed fees
As of November 2026.