Overview
Assets Under Management: $176 million
Headquarters: GUTHRIE CENTER, IA
High-Net-Worth Clients: 10
Average Client Assets: $2 million
Frequently Asked Questions
AEGIS WEALTH MANAGEMENT, INC. 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 #301990), AEGIS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
AEGIS WEALTH MANAGEMENT, INC. is headquartered in GUTHRIE CENTER, IA.
AEGIS WEALTH MANAGEMENT, INC. serves 10 high-net-worth clients according to their SEC filing dated March 10, 2025. View client details ↓
According to their SEC Form ADV, AEGIS WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AEGIS WEALTH MANAGEMENT, INC. manages $176 million in client assets according to their SEC filing dated March 10, 2025.
According to their SEC Form ADV, AEGIS WEALTH MANAGEMENT, INC. 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
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,538
Discretionary Accounts: 1,538
Regulatory Filings
CRD Number: 301990
Filing ID: 1949709
Last Filing Date: 2025-03-10 19:52:00
Website: https://aegiswealthmanagement.com