|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Aegis Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 134429 |
| SEC # | 801-64004 |
| CIK # | 0001628818 |
| AUM | $708.0 M (2025-03-31) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 301-664-2313 |
| Address | 6903 Rockledge Drive Bethesda, MD 20817 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| 3M Co | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 10.7 |
| (b) Individuals (high net worth individuals) | 101 | 696.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 708.0 |
| By Discretionary | ||
| Discretionary | 525 | 708.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 708.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 708.0 | |
| Total | 525 | 708.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001628818] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
North Berkeley Wealth Management LLC
✚
|
CA | 0.7 |
|
BNC Wealth Management LLC
✚
|
OR | 0.7 |
|
The Capital Management Corporation
✚
|
VA | 0.7 |
|
AM Investment Strategies LLC
✚
|
TN | 0.7 |
|
FLC Capital Advisors
✚
|
CA | 0.7 |
|
RiversEdge Advisors LLC
✚
|
DE | 0.7 |
|
Global View Capital Management LLC
✚
|
WI | 0.7 |
|
Fuller Wealth Management LLC
✚
|
TX | 0.7 |
|
Noesis Capital Management Corp
✚
|
FL | 0.7 |
|
Regent Peak Wealth Advisors LLC
✚
|
GA | 0.7 |