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AEGIS WEALTH MANAGEMENT, INC.
CRD 301990 · SEC 801-117179
317 STATE STREET, GUTHRIE CENTER, IA, 50115, United States
Phone
(833) 483-8383
Fax
(833) 483-8383
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.5M
Discretionary AUM
$216.5M
Team
27 total employees; 27 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARES IN FEES PAID TO THIRD PARTY ADVISERS
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2334 | $189.5M |
| High net worth individuals | 16 | $27.0M |
States served
AZ, AR, CA, CO, ID, IN, IA, KS, MD, MA, MI, NJ, NY, OH, OK, OR, SC, UT, VA, WI, MO, TX, NH, HI, CT, FL
All web addresses on file
- https://www.oakwayfinancial.com/
- https://www.aegiswealthmanagement.com/
- https://www.cwilkinsonfinancial.com/
- https://www.engineeredplan.com/
- https://allegiantfsg.com/
- https://www.americanlibertyfn.com/
- https://simplifyenterprises.com/
- https://www.soteriaretirement.com/
- https://www.stewartwealthadvisors.com/
- http://www.trumanandassociates.com/
- https://www.pierfinancialgroup.com/
Official SEC filing: View on IAPD