Aegis Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maitland, FL. Its latest Form ADV filing, dated March 31, 2026, reports $190M in regulatory assets under management, 4 employees, and 456 accounts.
Assets Under Management
$190M
Employees
4
Offices
--
Total Clients
170
Primary office
MAITLAND, FL
698 N. MAITLAND AVENUE, SUITE 102, MAITLAND, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
103
2
HNWI
39.4%
67
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of March 31, 2026
Discretionary90.9%
$173M
91% of total RAUM90.9%
Non-discretionary9.1%
$17M
9% of total RAUM9.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$190M
Total Accounts456
10Y AUM Change+$83M (+78.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* 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.