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AEGIS WEALTH MANAGEMENT, LLC
CRD 199511 · SEC 801-96327
698 N. MAITLAND AVENUE, SUITE 102, MAITLAND, FL, 32751, United States
Phone
407-831-3660
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$190.4M
Discretionary AUM
$173.1M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $32.2M |
| High net worth individuals | 67 | $154.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD