Aegis Wealth Management, Inc.
Aegis Wealth Management, Inc. is an SEC-registered mass-market adviser in Guthrie Center, IA with $216.5M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Aegis Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301990, SEC 801-117179, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $216.5M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Location
- Guthrie Center, IA
- Employees
- 27
- Clients
- 2,350
- CRD
- 301990
- Ownership
- MUEHLEMEYER, CARL, STEPHEN; RUMELHART, RICKEY, LYNN; LUCAS, DARIN, WAYNE EDWARD
How much AUM does Aegis Wealth Management, Inc. have?
Aegis Wealth Management, Inc. reported $216.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Aegis Wealth Management, Inc.?
Disclosed owners and executives of Aegis Wealth Management, Inc. include MUEHLEMEYER, CARL, STEPHEN, RUMELHART, RICKEY, LYNN, LUCAS, DARIN, WAYNE EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.