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| Aegis Wealth Management Inc
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|
|
|---|---|
| CRD # | 301990 |
| SEC # | 801-117179 |
| CIK # | 0001628818 |
| AUM | $176.0 M (2025-03-10) |
| Employees | 31 (100% Investors, 0% Brokers) |
| Phone | 833-483-8383 |
| Address | 317 State Street Guthrie Center, IA 50115 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| 3M Co | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,528 | 160.8 |
| (b) Individuals (high net worth individuals) | 10 | 15.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,538 | 176.0 |
| By Discretionary | ||
| Discretionary | 1,538 | 176.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,538 | 176.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.0 | |
| Total | 1,538 | 176.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001628818] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Capital LLC
✚
|
IA | 0.2 |
|
Blalock Williams LLC
✚
|
AL | 0.2 |
|
Pacifica Wealth Advisors Inc
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|
0.2 | |
|
D M Brenner Inc
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|
CA | 0.2 |
|
Matriarch Wealth Management LLC
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|
0.2 | |
|
Mtier Capital LLC
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|
0.2 | |
|
Reservoir Retirement Management LLC
✚
|
OH | 0.2 |
|
Meadowbrook Investment Advisors LLC
✚
|
MI | 0.2 |
|
Prospect Financial Group LLC
✚
|
0.2 | |
|
W&S Brokerage Services Inc
✚
|
OH | 0.2 |