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AEGIS WEALTH ADVISORS. LLC
AEGIS WEALTH ADVISORS, LLC
CRD 136815
1208 STATE ROAD 83, HARTLAND, WI, 53029-8313, United States
Phone
262-369-5200
Fax
262-922-4208
Registration
— (—)
Source
State registered
Total AUM
$27.7M
Discretionary AUM
$27.2M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-07-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $27.7M |
All web addresses on file
Official SEC filing: View on IAPD