AEGIS WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$216,466,362
Discretionary
$216,466,362
Non-discretionary
$0
Firm details
- CRD number
- 301990
- SEC file number
- 801-117179
- Main office
- GUTHRIE CENTER, IA, United States
- Employees
- 27
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.