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EVERSPIRE
Legal name: AEGIS WEALTH GROUP, LLC
CRD 222515File 801-116983
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$247.7M
Below cohort median (national)
Discretionary AUM
$247.7M
Clients
803
1,932 accounts
Employees
20
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 17, 2019
- Principal office
- 6900 SOUTH 900 EAST, SUITE 200, MIDVALE, UT, 84047
- Phone
- 801-545-8706
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $247.7M
- Discretionary AUM
- $247.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,932
- Non-discretionary accounts
- 0
- Total accounts
- 1,932
- AUM per client
- $308K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $214K |
| Charitable organizations | Fewer than 5 | $2.4M |
| High net worth individuals | 51 | $100.1M |
| Individuals (other than high net worth individuals) | 752 | $145.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — WRAP FEE
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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.