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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $708M | $708M | $0 | 6 | 0 |
| Mar 2024 | $698.8M | $698.8M | $0 | 6 | 0 |
| Feb 2024 | $602.6M | $602.6M | $0 | 6 | 0 |
| Mar 2023 | $602.6M | $602.6M | $0 | 6 | 0 |
| Mar 2023 | $659.5M | $657.7M | $1.8M | 8 | 0 |
| Dec 2022 | $659.5M | $657.7M | $1.8M | 8 | 0 |
| Apr 2022 | $659.5M | $657.7M | $1.8M | 8 | 0 |
| Mar 2022 | $659.5M | $657.7M | $1.8M | 7 | 0 |
| Mar 2021 | $637.8M | $637.8M | $0 | 7 | 0 |
| Dec 2020 | $521.1M | $521.1M | $0 | 7 | 0 |
| Nov 2020 | $521.1M | $521.1M | $0 | 7 | 0 |
| Oct 2020 | $521.1M | $521.1M | $0 | 7 | 0 |
| Jul 2020 | $521.1M | $521.1M | $0 | 7 | 0 |
| May 2020 | $521.1M | $521.1M | $0 | 7 | 0 |
| Mar 2020 | $521.1M | $521.1M | $0 | 7 | 0 |
| Oct 2019 | $521.9M | $521.9M | $0 | 7 | 0 |
| Mar 2019 | $521.9M | $521.9M | $0 | 7 | 0 |
| Mar 2018 | $520.2M | $520.2M | $0 | 6 | 0 |
| Apr 2017 | $555.2M | $327.6M | $227.6M | 7 | 100 |
| Apr 2017 | $555.2M | $327.6M | $227.6M | 7 | 100 |
| Mar 2016 | $506.3M | $229.4M | $276.8M | 8 | 115 |
| Jun 2015 | $650.3M | $650.3M | $0 | 9 | 26 |
| Mar 2015 | $650.3M | $650.3M | $0 | 9 | 26 |
| Mar 2014 | $637.3M | $309M | $328.3M | 8 | 100 |
| Mar 2013 | $532M | $147.7M | $384.3M | 7 | 26 |
| Mar 2012 | $428.7M | $166.2M | $262.5M | 6 | 26 |
| Dec 2011 | $425.2M | $133.1M | $292.1M | 6 | 26 |
| Apr 2011 | $425.2M | $133.1M | $292.1M | 10 | -- |
| Mar 2010 | $383.2M | $38.4M | $344.7M | 10 | -- |
| Mar 2009 | $325.7M | $0 | $325.7M | 10 | -- |
| Feb 2007 | $507.6M | $0 | $507.6M | 10 | -- |
| Feb 2006 | $432M | $0 | $432M | 10 | -- |
| Oct 2005 | $217.4M | $0 | $217.4M | 5 | -- |
| Jun 2005 | $217.4M | $0 | $217.4M | 5 | -- |
DateMar 2025
Total AUM$708M
Discretionary$708M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$698.8M
Discretionary$698.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$602.6M
Discretionary$602.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$602.6M
Discretionary$602.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$659.5M
Discretionary$657.7M
Non-Disc.$1.8M
Employees8
Clients0
DateDec 2022
Total AUM$659.5M
Discretionary$657.7M
Non-Disc.$1.8M
Employees8
Clients0
DateApr 2022
Total AUM$659.5M
Discretionary$657.7M
Non-Disc.$1.8M
Employees8
Clients0
DateMar 2022
Total AUM$659.5M
Discretionary$657.7M
Non-Disc.$1.8M
Employees7
Clients0
DateMar 2021
Total AUM$637.8M
Discretionary$637.8M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$521.1M
Discretionary$521.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$521.1M
Discretionary$521.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$521.1M
Discretionary$521.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$521.1M
Discretionary$521.1M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$521.1M
Discretionary$521.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$521.1M
Discretionary$521.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$521.9M
Discretionary$521.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$521.9M
Discretionary$521.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$520.2M
Discretionary$520.2M
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$555.2M
Discretionary$327.6M
Non-Disc.$227.6M
Employees7
Clients100
DateApr 2017
Total AUM$555.2M
Discretionary$327.6M
Non-Disc.$227.6M
Employees7
Clients100
DateMar 2016
Total AUM$506.3M
Discretionary$229.4M
Non-Disc.$276.8M
Employees8
Clients115
DateJun 2015
Total AUM$650.3M
Discretionary$650.3M
Non-Disc.$0
Employees9
Clients26
DateMar 2015
Total AUM$650.3M
Discretionary$650.3M
Non-Disc.$0
Employees9
Clients26
DateMar 2014
Total AUM$637.3M
Discretionary$309M
Non-Disc.$328.3M
Employees8
Clients100
DateMar 2013
Total AUM$532M
Discretionary$147.7M
Non-Disc.$384.3M
Employees7
Clients26
DateMar 2012
Total AUM$428.7M
Discretionary$166.2M
Non-Disc.$262.5M
Employees6
Clients26
DateDec 2011
Total AUM$425.2M
Discretionary$133.1M
Non-Disc.$292.1M
Employees6
Clients26
DateApr 2011
Total AUM$425.2M
Discretionary$133.1M
Non-Disc.$292.1M
Employees10
Clients--
DateMar 2010
Total AUM$383.2M
Discretionary$38.4M
Non-Disc.$344.7M
Employees10
Clients--
DateMar 2009
Total AUM$325.7M
Discretionary$0
Non-Disc.$325.7M
Employees10
Clients--
DateFeb 2007
Total AUM$507.6M
Discretionary$0
Non-Disc.$507.6M
Employees10
Clients--
DateFeb 2006
Total AUM$432M
Discretionary$0
Non-Disc.$432M
Employees10
Clients--
DateOct 2005
Total AUM$217.4M
Discretionary$0
Non-Disc.$217.4M
Employees5
Clients--
DateJun 2005
Total AUM$217.4M
Discretionary$0
Non-Disc.$217.4M
Employees5
Clients--