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| Aegis Wealth Management Inc
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|---|---|
| CRD # | 301990 |
| SEC # | 801-117179 |
| CIK # | 0002096565, 0001628818 |
| AUM | $216.5 M (2026-06-10) |
| Employees | 27 (100% Investors, 0% Brokers) |
| Phone | 833-483-8383 |
| Address | 317 State Street Guthrie Center, IA 50115 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 4.2 | ||
| O Reilly Automotive Inc | 2.1 | ||
| Apple Inc | 1.9 | ||
| Lowes Companies Inc | 1.8 | ||
| Reaves Utility Income Fund | 1.6 | ||
| STAG Industrial Inc | 1.6 | ||
| Global MOFY Metaverse Ltd | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,334 | 189.5 |
| (b) Individuals (high net worth individuals) | 16 | 27.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,350 | 216.5 |
| By Discretionary | ||
| Discretionary | 2,350 | 216.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,350 | 216.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.5 | |
| Total | 2,350 | 216.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001628818] | |
| 13F-HR | [0002096565] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Costello Financial Planning Inc
✚
|
0.2 | |
|
Polaris Investment Advisors LLC
✚
|
MA | 0.2 |
|
Paladin Wealth LLC
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|
MN | 0.2 |
|
Lifetime Wealth Management PC
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|
TX | 0.2 |
|
The Simmons Partnership Inc
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|
MD | 0.2 |
|
Hofer & Associates Inc
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|
CA | 0.2 |
|
Prosperity Advisory Group LLC
✚
|
NY | 0.2 |
|
North Ridge Wealth Advisors Inc
✚
|
OR | 0.2 |
|
ARK Wealth Management LLC
✚
|
TX | 0.2 |
|
Wedgewood Investors Inc
✚
|
PA | 0.2 |