| Name | Title | Ownership | Since |
|---|---|---|---|
| E6 Holdings, LLC Control | Owner | Over 75% | 2023 |
| Jason Howard Lindquist Control | Director Of Investments | Under 5% | 2018 |
| Joshua Paul Edward Dale Ray Jones Control | Ceo | Under 5% | 2015 |
Aegis Wealth Group, LLC reports $181.1 million in regulatory assets under management on its Form ADV.
Aegis Wealth Group, LLC reports 19 employees.
Aegis Wealth Group, LLC is based in Midvale, UT and has been SEC-registered since 2019.
Aegis Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6900 South 900 East, Suite 200, Midvale, UT 84047 |
| Phone | 801-545-8706 |
| Fax | 801-545-8706 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $181.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $181.1M |