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Aegis Wealth Management, Inc.

● SEC registered since 2019CRD 301990SEC# 801-117179Guthrie Center, IA
Export (members)
Reg. AUM
$176M
Employees
31
Accounts
1,538
Location
Guthrie Center, IA

Aegis Wealth Management, Inc. assets under management

Aegis Wealth Management, Inc. operates as an SEC-registered investment adviser based in Guthrie Center, IA. The firm has been registered since 2019. It reports $176 million in regulatory assets under management and employs 31 people.
www.oakwayfinancial.comView on SEC.gov ↗

Aegis Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Carl Stephen Muehlemeyer ControlPartner25-50%2017
Darin Wayne Edward Lucas ControlManaging Partner25-50%2017
Rickey Lynn Rumelhart ControlPartner/Chief Compliance Officer10-25%2017

Frequently asked questions

How much does Aegis Wealth Management, Inc. manage?

Aegis Wealth Management, Inc. reports $176 million in regulatory assets under management on its Form ADV.

How many employees does Aegis Wealth Management, Inc. have?

Aegis Wealth Management, Inc. reports 31 employees.

Where is Aegis Wealth Management, Inc. located?

Aegis Wealth Management, Inc. is based in Guthrie Center, IA and has been SEC-registered since 2019.

Does Aegis Wealth Management, Inc. disclose fund performance?

Aegis Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address317 State Street, Guthrie Center, IA 50115
Phone(833) 483-8383
Fax(833) 483-8383
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2096565
Discloses disciplinary historyNo

Assets under management

Discretionary$176M
Non-discretionary$0
Total (RAUM)$176M