AEGIS WEALTH MANAGEMENT, LLC
CRD #199511 SEC #801-96327 MAITLAND, FL 407-831-3660
SEC Registered
Total AUM
$174.2M
Discretionary
$159.2M
Employees
4
Clients
0
Accounts
497
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, Megan, Rebecca | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AEGIS WEALTH ADVISORS, LLC | DE | OWNER | E | Control |
| AEGIS WEALTH ADVISORS, LLC | DE | OWNER | E | Control |
| AEGIS WEALTH ADVISORS, LLC | DE | OWNER | E | Control |
| AEGIS WEALTH ADVISORS, LLC | DE | OWNER | E | Control |
| AEGIS WEALTH ADVISORS, LLC | DE | OWNER | E | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | D | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | D | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | D | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | D | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | D | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | D | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | D | Control |
| MCMAHAN, MATTHEW, CHARLES | I | PRESIDENT, PARTNER | D | Control |
| MCMAHAN, MATTHEW, CHARLES | I | PRESIDENT, PARTNER | D | Control |
| MCMAHAN, MATTHEW, CHARLES | I | PRESIDENT, PARTNER | D | Control |
| MCMAHAN, MATTHEW, CHARLES | I | PRESIDENT, PARTNER | D | Control |
| MCMAHAN, MATTHEW, CHARLES | I | PRESIDENT, PARTNER | D | Control |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER, PARTNER | D | |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER, PARTNER | D | |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER, PARTNER | D | |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER, PARTNER | D | |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER, PARTNER | D | |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER | C | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER | C | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER | C | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER | C | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER | C | Control |
| CASTERLINE, SEAN, DONOVAN | I | MANAGING MEMBER | C | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | C | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | C | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | C | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | C | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | C | Control |
| DYKSTRA, DWIGHT, LEE | I | MANAGING MEMBER | C | Control |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER | B | |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER | A | |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER | A | |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER | A | |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER | A | |
| PHAM, THUONG, THIEN | I | SENIOR PORTFOLIO MANAGER | A |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
FL SD TX
Address
698 N. MAITLAND AVENUESUITE 102
MAITLAND, FL 32751
United States
Phone: 407-831-3660