Overview
Assets Under Management: $181 million
Headquarters: MIDVALE, UT
High-Net-Worth Clients: 45
Average Client Assets: $1 million
Frequently Asked Questions
AEGIS WEALTH GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #222515), AEGIS WEALTH GROUP, LLC is subject to fiduciary duty under federal law.
AEGIS WEALTH GROUP, LLC is headquartered in MIDVALE, UT.
AEGIS WEALTH GROUP, LLC serves 45 high-net-worth clients according to their SEC filing dated March 30, 2025. View client details ↓
According to their SEC Form ADV, AEGIS WEALTH GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
AEGIS WEALTH GROUP, LLC manages $181 million in client assets according to their SEC filing dated March 30, 2025.
According to their SEC Form ADV, AEGIS WEALTH GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.84
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,846
Discretionary Accounts: 1,846
Regulatory Filings
CRD Number: 222515
Filing ID: 1944137
Last Filing Date: 2025-03-30 11:52:00
Website: https://everspire.com