← Tributary

AEGIS WEALTH MANAGEMENT, INC.

GUTHRIE CENTER, IA · CRD 301990 · IAPD ↗ · oakwayfinancial.com · (833) 483-8383

$216.5MRegulatory AUM
27Advisory reps
27Employees
0Clients
0Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — AEGIS WEALTH MANAGEMENT, INC. added office(s): 28 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
July 2026 — AEGIS WEALTH MANAGEMENT, INC. added office(s): 26 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2026 — AEGIS WEALTH MANAGEMENT, INC. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2026 — AEGIS WEALTH MANAGEMENT, INC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — AEGIS WEALTH MANAGEMENT, INC. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
December 2024 — AEGIS WEALTH MANAGEMENT, INC. changed its website from mindiemolina.com to oakwayfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
December 2024 — AEGIS WEALTH MANAGEMENT, INC. notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2024 — AEGIS WEALTH MANAGEMENT, INC. notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — AEGIS WEALTH MANAGEMENT, INC. changed its website from investpistole.com to mindiemolina.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2024 — AEGIS WEALTH MANAGEMENT, INC. added office(s): 27 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
February 2024 — AEGIS WEALTH MANAGEMENT, INC. changed its website from yourannuitysource.com to investpistole.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
February 2024 — AEGIS WEALTH MANAGEMENT, INC. notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — AEGIS WEALTH MANAGEMENT, INC. added office(s): 26 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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