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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $174.2M | $159.2M | $15M | 4 | 0 |
| Apr 2024 | $160.8M | $13.7M | $147M | 4 | 0 |
| Apr 2023 | $134.5M | $122.5M | $12M | 4 | 0 |
| Mar 2022 | $169.8M | $59.1M | $110.7M | 5 | 0 |
| Nov 2021 | $152.7M | $0 | $152.7M | 6 | 0 |
| Mar 2021 | $152.7M | $0 | $152.7M | 7 | 0 |
| Jun 2020 | $137.6M | $0 | $137.6M | 8 | 0 |
| Jun 2020 | $137.6M | $0 | $137.6M | 8 | 0 |
| Mar 2020 | $137.6M | $0 | $137.6M | 8 | 0 |
| Apr 2019 | $119M | $0 | $119M | 8 | 0 |
| Mar 2018 | $115M | $0 | $115M | 8 | 0 |
| Mar 2017 | $106.9M | $0 | $106.9M | 4 | 255 |
| Mar 2016 | $101.2M | $0 | $101.2M | 4 | 500 |
| Jan 2016 | $105.5M | $102.4M | $3.1M | 4 | 0 |
| Sep 2015 | $105.5M | $102.4M | $3.1M | 4 | 0 |
| Aug 2015 | $0 | $0 | $0 | 4 | 0 |
| May 2015 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$174.2M
Discretionary$159.2M
Non-Disc.$15M
Employees4
Clients0
DateApr 2024
Total AUM$160.8M
Discretionary$13.7M
Non-Disc.$147M
Employees4
Clients0
DateApr 2023
Total AUM$134.5M
Discretionary$122.5M
Non-Disc.$12M
Employees4
Clients0
DateMar 2022
Total AUM$169.8M
Discretionary$59.1M
Non-Disc.$110.7M
Employees5
Clients0
DateNov 2021
Total AUM$152.7M
Discretionary$0
Non-Disc.$152.7M
Employees6
Clients0
DateMar 2021
Total AUM$152.7M
Discretionary$0
Non-Disc.$152.7M
Employees7
Clients0
DateJun 2020
Total AUM$137.6M
Discretionary$0
Non-Disc.$137.6M
Employees8
Clients0
DateJun 2020
Total AUM$137.6M
Discretionary$0
Non-Disc.$137.6M
Employees8
Clients0
DateMar 2020
Total AUM$137.6M
Discretionary$0
Non-Disc.$137.6M
Employees8
Clients0
DateApr 2019
Total AUM$119M
Discretionary$0
Non-Disc.$119M
Employees8
Clients0
DateMar 2018
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees8
Clients0
DateMar 2017
Total AUM$106.9M
Discretionary$0
Non-Disc.$106.9M
Employees4
Clients255
DateMar 2016
Total AUM$101.2M
Discretionary$0
Non-Disc.$101.2M
Employees4
Clients500
DateJan 2016
Total AUM$105.5M
Discretionary$102.4M
Non-Disc.$3.1M
Employees4
Clients0
DateSep 2015
Total AUM$105.5M
Discretionary$102.4M
Non-Disc.$3.1M
Employees4
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0