We are a wealth management firm for individuals and institutions alike. Our focus is not on selling stock or insurance, but on truly managing your wealth. To us, trust is the most important part of the relationship. And as a fee-only firm, our compensation is not tied to sales.\ \ \
Public regulatory records matched to Aegis Wealth Management from SEC and IRS filings.
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Aegis Wealth Management is a asset manager based in Bethesda, United States, managing approximately $660M in assets.
Aegis Wealth Management is headquartered in Bethesda, United States.
Aegis Wealth Management manages approximately $660M in assets under management.
Aegis Wealth Management focuses on Investment Funds, Joint Venture/Partner, Long/Short Equity, Philanthropy, Charitable Investments, Concierge Services, Conservative Allocation, Hedge Funds.
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