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Aegis Wealth Advisors, LLC

OwnerAegis Wealth Management, LLC

About Aegis Wealth Advisors, LLC

Aegis Wealth Advisors, LLC is listed as Owner at Aegis Wealth Management, LLC in Maitland, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Aegis Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Aegis Wealth Advisors, LLC work?

Aegis Wealth Advisors, LLC is listed as Owner at Aegis Wealth Management, LLC on SEC Form ADV.

How much of Aegis Wealth Management, LLC does Aegis Wealth Advisors, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Aegis Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2021