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| Aegis Wealth Management LLC
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| |
|---|---|
| CRD # | 134429 |
| SEC # | 801-64004 |
| CIK # | |
| AUM | $698.8 MM (2024-03-29) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 301-664-2313 |
| Address | 6903 Rockledge Drive Bethesda, MD 20817 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 8.7 |
| (b) Individuals (high net worth individuals) | 107 | 593.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 480 | 602.6 |
| By Discretionary | ||
| Discretionary | 480 | 602.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 480 | 602.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 602.6 | |
| Total | 480 | 602.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vann Equity Management LLC
✚
|
TX | 0.7 |
|
Founders Financial Alliance LLC
✚
|
NC | 0.7 |
|
Covington Investment Advisors Inc
✚
|
PA | 0.7 |
|
Cranbrook Wealth Management LLC
✚
|
MI | 0.7 |
|
Affinity Wealth Management LLC
✚
|
DE | 0.7 |
|
BRIO Consultants LLC
✚
|
CA | 0.7 |
|
Private Wealth Management Inc
✚
|
TN | 0.7 |
|
Goodman Financial Corporation
✚
|
TX | 0.7 |
|
Old Port Advisors Inc
✚
|
ME | 0.7 |
|
PKS Advisory Services LLC
✚
|
NY | 0.7 |