Aegis Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 31, 2026, reports $744M in regulatory assets under management, 6 employees, 2 offices, and 516 accounts.
Assets Under Management
$744M
Employees
6
Offices
2 offices
Total Clients
123
Primary office
BETHESDA, MD
6903 ROCKLEDGE DRIVE, STE. 530, BETHESDA, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.9% of total clients.
Top client categories% of clientsClients
1
HNWI
82.9%
102
2
Individuals
17.1%
21
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$744Mas of March 31, 2026
Discretionary100.0%
$744M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$744M
Total Accounts516
10Y AUM Change+$189M (+34.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee21:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.