AEGIS WEALTH MANAGEMENT, INC.
CRD #301990 SEC #801-117179 GUTHRIE CENTER, IA (833) 483-8383
SEC Registered
Total AUM
$176M
Discretionary
$176M
Employees
31
Clients
0
Accounts
1,538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $176M | $176M | $0 | 31 | 0 |
| Mar 2025 | $176M | $176M | $0 | 31 | 0 |
| Nov 2024 | $143.1M | $143.1M | $0 | 30 | 0 |
| Jul 2024 | $143.1M | $143.1M | $0 | 30 | 0 |
| May 2024 | $143.1M | $143.1M | $0 | 30 | 0 |
| Apr 2024 | $143.1M | $143.1M | $0 | 30 | 0 |
| Apr 2024 | $143.1M | $143.1M | $0 | 30 | 0 |
| Apr 2024 | $143.1M | $143.1M | $0 | 30 | 0 |
| Mar 2024 | $143.1M | $143.1M | $0 | 30 | 0 |
| Jan 2024 | $135M | $135M | $0 | 28 | 0 |
| Nov 2023 | $135M | $135M | $0 | 28 | 0 |
| Nov 2023 | $135M | $135M | $0 | 28 | 0 |
| Oct 2023 | $135M | $135M | $0 | 28 | 0 |
| Sep 2023 | $135M | $135M | $0 | 28 | 0 |
| Sep 2023 | $135M | $135M | $0 | 28 | 0 |
| Aug 2023 | $135M | $135M | $0 | 28 | 0 |
| Jul 2023 | $135M | $135M | $0 | 28 | 0 |
| Apr 2023 | $135M | $135M | $0 | 28 | 0 |
| Apr 2023 | $135M | $135M | $0 | 28 | 0 |
| Apr 2023 | $135M | $135M | $0 | 28 | 0 |
| Apr 2023 | $135M | $135M | $0 | 28 | 0 |
| Apr 2023 | $135M | $135M | $0 | 28 | 0 |
| Mar 2023 | $135M | $135M | $0 | 28 | 0 |
| Nov 2022 | $120.6M | $120.6M | $0 | 31 | 0 |
| Sep 2022 | $120.6M | $120.6M | $0 | 31 | 0 |
| Sep 2022 | $120.6M | $120.6M | $0 | 31 | 0 |
| Mar 2022 | $120.6M | $120.6M | $0 | 31 | 0 |
| Dec 2021 | $55.3M | $55.3M | $0 | 27 | 0 |
| Oct 2021 | $55.3M | $55.3M | $0 | 27 | 0 |
| Jun 2021 | $55.3M | $55.3M | $0 | 27 | 0 |
| Apr 2021 | $55.3M | $55.3M | $0 | 27 | 0 |
| Mar 2021 | $55.3M | $55.3M | $0 | 27 | 0 |
| Mar 2021 | $23.7M | $23.7M | $0 | 17 | 0 |
| Mar 2021 | $23.7M | $23.7M | $0 | 17 | 0 |
| Jan 2021 | $23.7M | $23.7M | $0 | 17 | 0 |
| Dec 2020 | $23.7M | $23.7M | $0 | 17 | 0 |
| Oct 2020 | $23.7M | $23.7M | $0 | 17 | 0 |
| Oct 2020 | $23.7M | $23.7M | $0 | 17 | 0 |
| Oct 2020 | $23.7M | $23.7M | $0 | 17 | 0 |
| Jul 2020 | $23.7M | $23.7M | $0 | 17 | 0 |
| Jun 2020 | $4.7M | $4.7M | $0 | 17 | 0 |
| May 2020 | $4.7M | $4.7M | $0 | 17 | 0 |
| Apr 2020 | $4.7M | $4.7M | $0 | 17 | 0 |
| Apr 2020 | $4.7M | $4.7M | $0 | 17 | 0 |
| Mar 2020 | $4.7M | $4.7M | $0 | 17 | 0 |
| Mar 2020 | $0 | $0 | $0 | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 3 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Jul 2019 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees31
Clients0
DateMar 2025
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees31
Clients0
DateNov 2024
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees30
Clients0
DateJul 2024
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees30
Clients0
DateMay 2024
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees30
Clients0
DateApr 2024
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees30
Clients0
DateApr 2024
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees30
Clients0
DateApr 2024
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees30
Clients0
DateMar 2024
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees30
Clients0
DateJan 2024
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateNov 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateNov 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateOct 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateSep 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateSep 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateAug 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateJul 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateApr 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateApr 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateApr 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateApr 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateApr 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateMar 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees28
Clients0
DateNov 2022
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees31
Clients0
DateSep 2022
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees31
Clients0
DateSep 2022
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees31
Clients0
DateMar 2022
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees31
Clients0
DateDec 2021
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees27
Clients0
DateOct 2021
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees27
Clients0
DateJun 2021
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees27
Clients0
DateApr 2021
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees27
Clients0
DateMar 2021
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees27
Clients0
DateMar 2021
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees17
Clients0
DateJan 2021
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees17
Clients0
DateDec 2020
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees17
Clients0
DateOct 2020
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees17
Clients0
DateOct 2020
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees17
Clients0
DateOct 2020
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees17
Clients0
DateJul 2020
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees17
Clients0
DateMay 2020
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees17
Clients0
DateApr 2020
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees17
Clients0
DateApr 2020
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0