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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Aegis Wealth Group LLC
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|---|---|
| CRD # | 222515 |
| SEC # | 801-116983 |
| CIK # | 0001628818 |
| AUM | $181.1 M (2025-03-30) |
| Employees | 19 (68% Investors, 68% Brokers) |
| Phone | 801-545-8706 |
| Address | 6900 South 900 East Midvale, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| 3M Co | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 791 | 113.2 |
| (b) Individuals (high net worth individuals) | 45 | 66.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,846 | 181.1 |
| By Discretionary | ||
| Discretionary | 1,846 | 181.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,846 | 181.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.1 | |
| Total | 1,846 | 181.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001628818] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Diamond Wealth Management LLC
✚
|
UT | 0.2 |
|
Caitlin John LLC
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MI | 0.2 |
|
Larry Mathis Financial Planning LLC
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AZ | 0.2 |
|
Paradigm Investment Advisory LLC
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NJ | 0.2 |
|
Familywealth Asset Management
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TX | 0.2 |
|
Plan Life & Wealth Management Inc
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CA | 0.2 |
|
Continuity Wealth Management Corp
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|
OR | 0.2 |
|
Revolution Capital LLC
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NE | 0.2 |
|
A4 Wealth Advisors LLC
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NC | 0.2 |
|
Sun Group Wealth Partners LLC
✚
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CA | 0.2 |