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AEGIS WEALTH MANAGEMENT, LLC
CRD 199511File 801-96327
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$190.4M
Bottom 25% of cohort (national)
Discretionary AUM
$173.1M
Non-discretionary $17.3M
Clients
170
456 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 29, 2015
- Principal office
- 698 N. MAITLAND AVENUE, SUITE 102, MAITLAND, FL, 32751
- Phone
- 407-831-3660
- Website
- HTTP://WWW.AEGISWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $190.4M
- Discretionary AUM
- $173.1M
- Non-discretionary AUM
- $17.3M
- Discretionary accounts
- 410
- Non-discretionary accounts
- 46
- Total accounts
- 456
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.0M |
| High net worth individuals | 67 | $154.2M |
| Individuals (other than high net worth individuals) | 103 | $32.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.