← Directory
AEGIS WEALTH MANAGEMENT, INC.
CRD 301990File 801-117179
APPROVED
Retail clients
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$216.5M
Below cohort median (national)
Discretionary AUM
$216.5M
Clients
2,350
2,350 accounts
Employees
27
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 13, 2019
- Principal office
- 317 STATE STREET, GUTHRIE CENTER, IA, 50115
- Phone
- (833) 483-8383
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.5M
- Discretionary AUM
- $216.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,350
- Non-discretionary accounts
- 0
- Total accounts
- 2,350
- AUM per client
- $92K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 16 | $27.0M |
| Individuals (other than high net worth individuals) | 2,334 | $189.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SHARES IN FEES PAID TO THIRD PARTY ADVISERS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- Firm Custody Clients
- No
- 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.