AEGIS WEALTH MANAGEMENT, LLC (CRD# 199511) is an SEC-Registered Investment Advisor (RIA), headquartered in Maitland, FL. The SEC approved the firm to operate as an RIA in May 2015. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $115.0 Million, and has discretion over 0% 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:
  • 8 employees, with 7 performing advisory functions.
  • A total of 2 office locations.
  • 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-May 2015, SD-Jan 2016, TX-Mar 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. 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 with questions or concerns.