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AEGIS WEALTH

BETHESDA, MD · CRD 134429 · IAPD ↗ · aegiswealth.com · 301-664-2313

$744.1MRegulatory AUM
6Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — AEGIS WEALTH notice-filed in MA, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.