Aegis Wealth
Aegis Wealth is an SEC-registered wealth manager in Bethesda, MD with $744.1M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Aegis Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134429, SEC 801-64004, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $744.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Bethesda, MD
- Employees
- 6
- Clients
- 123
- CRD
- 134429
- Ownership
- KIM, EUN, HEE; BEARER, MICHAEL, FRANCIS; RYN, VIVEKA, MARIANNE; MELOAN, PAUL, ADAIR; HOFF, JEAN, MARIE
How much AUM does Aegis Wealth have?
Aegis Wealth reported $744.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Aegis Wealth?
Disclosed owners and executives of Aegis Wealth include KIM, EUN, HEE, BEARER, MICHAEL, FRANCIS, RYN, VIVEKA, MARIANNE, MELOAN, PAUL, ADAIR, HOFF, JEAN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.