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AEGIS WEALTH MANAGEMENT LLC
AEGIS WEALTH MANAGEMENT LLC (CRD# 134429) is an SEC-Registered Investment Advisor (RIA), headquartered in Bethesda, MD. The SEC approved the firm to operate as an RIA in Feb 2005. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $520.2 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
AEGIS WEALTH MANAGEMENT LLC also reported in Mar 2018:
  • 6 employees, with 5 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AEGIS WEALTH MANAGEMENT LLC has no disclosure events reported to the SEC at this time.
 

View AEGIS WEALTH MANAGEMENT LLC's most recent Form ADV filing
 


AEGIS WEALTH MANAGEMENT LLC has Notice Filings with the following State Securities Authorities: FL-Jan 2009, MD-Feb 2005, NH-Jun 2015, TX-Feb 2005, VA-Feb 2005

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.