AEGIS WEALTH GROUP, LLC
Legal name: EVERSPIRE
CRD #222515 SEC #801-116983 MIDVALE, UT 801-545-8706
SEC Registered
Total AUM
$181.1M
Discretionary
$181.1M
Employees
19
Clients
10
Accounts
1,846
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Akbar, Monica, Rosalind | I | CHIEF COMPLIANCE OFFICER | NA | |
| Akbar, Monica, Rosalind | I | CHIEF COMPLIANCE OFFICER | NA | |
| Akbar, Monica, Rosalind | I | CHIEF COMPLIANCE OFFICER | NA | |
| Akbar, Monica, Rosalind | I | CHIEF COMPLIANCE OFFICER | NA | |
| Akbar, Monica, Rosalind | I | CHIEF COMPLIANCE OFFICER | NA | |
| Akbar, Monica, Rosalind | I | CHIEF COMPLIANCE OFFICER | NA | |
| Akbar, Monica, Rosalind | I | CHIEF COMPLIANCE OFFICER | NA | |
| Akbar, Monica, Rosalind | I | CHIEF COMPLIANCE OFFICER | NA | |
| Akbar, Monica, Rosalind | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CEO | NA | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CEO | NA | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CEO | NA | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CEO | NA | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CEO | NA | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CEO | NA | Control |
| JONES, ROY, RUSSELL | I | PRESIDENT | NA | Control |
| JONES, ROY, RUSSELL | I | PRESIDENT | NA | Control |
| JONES, ROY, RUSSELL | I | PRESIDENT | NA | Control |
| JONES, ROY, RUSSELL | I | PRESIDENT | NA | Control |
| JONES, ROY, RUSSELL | I | PRESIDENT | NA | Control |
| JONES, ROY, RUSSELL | I | PRESIDENT | NA | Control |
| Lindquist, Jason, Howard | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Lindquist, Jason, Howard | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Lindquist, Jason, Howard | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Lindquist, Jason, Howard | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Lindquist, Jason, Howard | I | DIRECTOR OF INVESTMENTS | NA | Control |
| Lindquist, Jason, Howard | I | DIRECTOR OF INVESTMENTS | NA | Control |
| E6 HOLDINGS, LLC | DE | OWNER | E | Control |
| E6 HOLDINGS, LLC | DE | OWNER | E | Control |
| E6 HOLDINGS, LLC | DE | OWNER | E | Control |
| E6 HOLDINGS, LLC | DE | OWNER | E | Control |
| E6 HOLDINGS, LLC | DE | OWNER | E | Control |
| E6 HOLDINGS, LLC | DE | OWNER | E | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER | D | Control |
| JONES, ROY, RUSSELL | I | CO-OWNER | D | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | CO-OWNER AND CEO | C | Control |
| LAZARO INVESTMENTS LLC | DE | CO-OWNER | A | |
| OMNISOURCE LLC | DE | CO-OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MELVIN CO | DE | E6 HOLDINGS, LLC | E | |
| MELVIN CO | DE | E6 HOLDINGS, LLC | E | |
| MELVIN CO | DE | E6 HOLDINGS, LLC | E | |
| MELVIN CO | DE | E6 HOLDINGS, LLC | E | |
| MELVIN CO | DE | E6 HOLDINGS, LLC | E | |
| JONES, ROY, RUSSELL | I | MELVIN CO | D | Control |
| JONES, ROY, RUSSELL | I | MELVIN CO | D | Control |
| JONES, ROY, RUSSELL | I | MELVIN CO | D | Control |
| JONES, ROY, RUSSELL | I | MELVIN CO | D | Control |
| JONES, ROY, RUSSELL | I | MELVIN CO | D | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | MELVIN CO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | MELVIN CO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | MELVIN CO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | MELVIN CO | C | Control |
| JONES, JOSHUA, PAUL EDWARD DALE RAY | I | MELVIN CO | C | Control |
Registrations
Federal
IA
Mar 30, 2025 REGISTERED
Notice Filings (9)
AZ CA CO FL ID NV TX UT WA
Address
6900 SOUTH 900 EASTSUITE 200
MIDVALE, UT 84047
United States
Phone: 801-545-8706