Aegis Wealth Group LLC

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Assets, Funds, Holdings

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Aegis Wealth Group LLC
CRD #222515
SEC #801-116983
CIK #
AUM $156.2 MM (2024-08-11)
Employees 19 (79% Investors, 47% Brokers)
Phone801-545-8706
Address6900 South 900 East
Midvale, UT 84047
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
170136102683402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 746 85.9
(b) Individuals (high net worth individuals) 59 68.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 2.2
(n) Other 0 0.0
Total 1,737 156.2
By Discretionary
Discretionary 1,736 156.2
Non-Discretionary 1 0.1
Total 1,737 156.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 156.2
Total 1,737 156.2
Comparable Firms State AUM ($BB)
Strategic Research & Management Corp
OR 0.2
Brucke Financial Inc
IN 0.2
Quest 10 Wealth Builders Inc
NC 0.2
Heritage Financial Advisors LLC
OH 0.2
Clearbrook Investment Solutions LLC
NY 0.2
Barnett & Co Inc
TN 0.2
Nestlerode & LOY Inc
PA 0.2
Bay Capital Advisors LLC
VA 0.2
Arlington Capital Management Inc
IL 0.2
Specialized Retirement Consultants LLC
MI 0.2
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