Aegis Wealth Management, LLC
Aegis Wealth Management, LLC is an SEC-registered wealth manager in Maitland, FL with $190.4M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Aegis Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 199511, SEC 801-96327, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $190.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Maitland, FL
- Employees
- 4
- Clients
- 170
- CRD
- 199511
- Ownership
- CASTERLINE, SEAN, DONOVAN; DYKSTRA, DWIGHT, LEE; Johnson, Megan, Rebecca; AEGIS WEALTH ADVISORS, LLC; MCMAHAN, MATTHEW, CHARLES
How much AUM does Aegis Wealth Management, LLC have?
Aegis Wealth Management, LLC reported $190.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Aegis Wealth Management, LLC?
Disclosed owners and executives of Aegis Wealth Management, LLC include CASTERLINE, SEAN, DONOVAN, DYKSTRA, DWIGHT, LEE, Johnson, Megan, Rebecca, AEGIS WEALTH ADVISORS, LLC, MCMAHAN, MATTHEW, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.