AEGIS WEALTH
AEGIS WEALTH MANAGEMENT LLC Legal Name
Adviser information for AEGIS WEALTH last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 498 | $698.8M |
| Non-Discretionary | 0 | $0 |
| Total | 498 | $698.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 24 | $10.1M |
| HNW Individuals | 112 | $688.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $410,144 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)PORTFOLIO MONITORING & CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees% OF ASSETS UNDER CONSULTATION |
Identifiers
| SEC RIA File Number | 801-64004 |
|---|---|
| SEC ERA File Number | 801-64004 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 134429 |
| Legal Entity Identifier | None |
Principal Office
6903 ROCKLEDGE DRIVESTE. 530
BETHESDA
MD
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 301-664-2313, Fax: 301-664-2313
Websites
Chief Compliance Officer
PAUL MELOAN
MEMBER
6903 ROCKLEDGE DRIVE
STE. 530
BETHESDA
MD
United States
Tel:
301-664-2313
Fax:
301-664-2313
P******@**************M
(Full email address available in API data)
Industry Affiliates
| EUN HEE KIM | Accountant or accounting firm |
| PAUL ADAIR MELOAN | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOFF, JEAN, MARIE | Individual | – | MEMBER | 01/2020 | < 5% |
| RYN, VIVEKA, MARIANNE | Individual | – | MEMBER | 04/2005 | 25-50% |
| KIM, EUN, HEE | Individual | – | MEMBER | 04/2005 | 25-50% |
| MELOAN, PAUL, ADAIR | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 07/2005 | 25-50% |
| TREANOR, MICHAEL, ALAN | Individual | – | MEMBER | 01/2020 | < 5% |