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EVERSPIRE

AEGIS WEALTH GROUP, LLC

CRD 222515 · SEC 801-116983

Visit website

6900 SOUTH 900 EAST, SUITE 200, MIDVALE, UT, 84047, United States

Phone

801-545-8706

Fax

801-545-8706

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$247.7M

Discretionary AUM

$247.7M

Team

20 total employees; 15 advisory reps

Clients

—

Fees

Percentage of AUM; WRAP FEE

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals752$145.0M
High net worth individuals51$100.1M

States served

AZ, CA, CO, ID, IL, NE, NV, OR, UT, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD