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AEGIS WEALTH

AEGIS WEALTH MANAGEMENT LLC

CRD 134429 · SEC 801-64004

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6903 ROCKLEDGE DRIVE, STE. 530, BETHESDA, MD, 20817, United States

Phone

301-664-2313

Fax

301-664-2313

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$744.1M

Discretionary AUM

$744.1M

Team

6 total employees; 6 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals21$11.2M
High net worth individuals102$732.3M

States served

CA, DC, MD, MA, NE, NY, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD