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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $181.1M | $181.1M | $0 | 19 | 0 |
| Aug 2024 | $156.2M | $156.2M | $89.8K | 19 | 0 |
| Aug 2024 | $156.2M | $156.2M | $89.8K | 19 | 0 |
| Jul 2024 | $156.2M | $156.2M | $89.8K | 19 | 0 |
| Jul 2024 | $156.2M | $156.2M | $89.8K | 19 | 0 |
| Mar 2024 | $156.2M | $156.2M | $89.8K | 19 | 0 |
| Oct 2023 | $95.5M | $95.5M | $0 | 15 | 0 |
| Aug 2023 | $95.5M | $95.5M | $0 | 15 | 0 |
| Mar 2023 | $95.5M | $95.5M | $0 | 15 | 0 |
| Mar 2023 | $95.5M | $95.5M | $0 | 15 | 0 |
| Nov 2022 | $130.4M | $130.4M | $0 | 15 | 0 |
| Mar 2022 | $130.4M | $130.4M | $0 | 15 | 0 |
| Mar 2021 | $127.5M | $127.5M | $0 | 14 | 0 |
| Jul 2020 | $124.3M | $124.3M | $0 | 12 | 0 |
| Jun 2020 | $124.3M | $124.3M | $0 | 12 | 0 |
| Jun 2020 | $124.3M | $124.3M | $0 | 12 | 0 |
| Mar 2020 | $124.3M | $124.3M | $0 | 12 | 0 |
| Oct 2019 | $163M | $120.2M | $42.8M | 9 | 0 |
| Aug 2019 | $163M | $120.2M | $42.8M | 9 | 0 |
| Aug 2019 | $163M | $120.2M | $42.8M | 10 | 0 |
| Jun 2019 | $163M | $120.2M | $42.8M | 10 | 0 |
DateMar 2025
Total AUM$181.1M
Discretionary$181.1M
Non-Disc.$0
Employees19
Clients0
DateAug 2024
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$89.8K
Employees19
Clients0
DateAug 2024
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$89.8K
Employees19
Clients0
DateJul 2024
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$89.8K
Employees19
Clients0
DateJul 2024
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$89.8K
Employees19
Clients0
DateMar 2024
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$89.8K
Employees19
Clients0
DateOct 2023
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees15
Clients0
DateAug 2023
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees15
Clients0
DateNov 2022
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees14
Clients0
DateJul 2020
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees12
Clients0
DateOct 2019
Total AUM$163M
Discretionary$120.2M
Non-Disc.$42.8M
Employees9
Clients0
DateAug 2019
Total AUM$163M
Discretionary$120.2M
Non-Disc.$42.8M
Employees9
Clients0
DateAug 2019
Total AUM$163M
Discretionary$120.2M
Non-Disc.$42.8M
Employees10
Clients0
DateJun 2019
Total AUM$163M
Discretionary$120.2M
Non-Disc.$42.8M
Employees10
Clients0