AEGIS WEALTH MANAGEMENT LLC
Legal name: AEGIS WEALTH
CRD #134429 SEC #801-64004 BETHESDA, MD 301-664-2313
SEC Registered
Total AUM
$708M
Discretionary
$708M
Employees
6
Clients
51
Accounts
525
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| HOFF, JEAN, MARIE | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| TREANOR, MICHAEL, ALAN | I | MEMBER | NA | |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER/CCO | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER/CCO | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER/CCO | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER | D | Control |
| BEARER, MICHAEL, FRANCIS | I | MANAGING MEMBER | D | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | C | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| KIM, EUN, HEE | I | MEMBER | B | Control |
| KIM, EUN, HEE | I | MEMBER | B | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| KIM, EUN, HEE | I | MEMBER | B | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| KIM, EUN, HEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| MELOAN, PAUL, ADAIR | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
| RYN, VIVEKA, MARIANNE | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (10)
CA DC FL MA MD NE NH NY TX VA
Address
6903 ROCKLEDGE DRIVESTE. 530
BETHESDA, MD 20817
United States
Phone: 301-664-2313