SEC Form ADV · CIK 1628818

AEGIS WEALTH

Registered Investment AdviserMD
$744.1M
Assets Under Management
516
Total Clients
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Registration Details

CIK
1628818
Accession
CRD-134429
Location
BETHESDA, MD
Filing Date
March 31, 2026
AUM
$744.1M
Total Clients
516
Amendment
No

About this Adviser

AEGIS WEALTH is a registered investment adviser headquartered in BETHESDA, MD, managing approximately $744.1M in assets across 516 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.