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Aegis Wealth Management, LLC

● SEC registered since 2015CRD 199511SEC# 801-96327Maitland, FL
Export (members)
Reg. AUM
$174.2M
Employees
4
Accounts
497
Location
Maitland, FL

Aegis Wealth Management, LLC assets under management

Aegis Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Maitland, FL. The firm has been registered since 2015. It reports $174.2 million in regulatory assets under management and employs 4 people.
www.aegiswm.comView on SEC.gov ↗

Aegis Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Aegis Wealth Advisors, LLC ControlOwnerOver 75%2021
Matthew Charles McMahan ControlPresident, Partner50-75%2021
Megan Rebecca Johnson ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Aegis Wealth Management, LLC manage?

Aegis Wealth Management, LLC reports $174.2 million in regulatory assets under management on its Form ADV.

How many employees does Aegis Wealth Management, LLC have?

Aegis Wealth Management, LLC reports 4 employees.

Where is Aegis Wealth Management, LLC located?

Aegis Wealth Management, LLC is based in Maitland, FL and has been SEC-registered since 2015.

Does Aegis Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address698 N. Maitland Avenue, Suite 102, Maitland, FL 32751
Phone407-831-3660
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$159.2M
Non-discretionary$15M
Total (RAUM)$174.2M