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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 Oct 1, 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
- Website
- HTTPS://WWW.EVERSPIRE.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 836 | 803 | decreased by33 |
| Apr 1, 2026 | AUM | $181,142,726 | $247,716,434 | increased by$66,573,708 |
| Apr 1, 2026 | Accounts | 1,846 | 1,932 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 19 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 555 | 836 | increased by281 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $130,387,950 | $181,142,726 | increased by$50,754,776 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,249 | 1,846 | increased by597 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Clients | 499 | 555 | increased by56 |
| Apr 1, 2022 | AUM | $127,530,398 | $130,387,950 | increased by$2,857,552 |
| Apr 1, 2022 | Accounts | 1,095 | 1,249 | increased by154 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVERSPIRE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVERSPIRE” may also match similarly-named firms). Confirm identity against each filing.
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.