AEGIS WEALTH
SEC RegisteredHolistic Advice, Fiduciary Relationship
About the firm
Aegis Wealth is a boutique wealth management firm founded in 2005 that delivers personalized, fiduciary financial planning and investment advisory services. The firm was co-founded by veterans of Ernst & Young's personal financial consulting practice and serves individuals, multi-generational families, trusts, private foundations, and nonprofit organizations. Its approach integrates investment management, tax planning, estate planning, and other financial disciplines into a comprehensive wealth management strategy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, tax planning, risk management/insurance, retirement planning, education funding, cash flow/spending plans, estate planning, business transitions, company benefits, charitable giving, debt management, and health coverage.
Who they serve
Business leaders, successful professionals, family stewards, retirees, and their families, including multi-generational families, trusts, private foundations, and nonprofit organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 21 | $11M |
| High Net Worth Individuals | 102 | $732M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $3,000,000 | 1.00% |
| $3,000,000 - $10,000,000 | 0.60% |
| $10,000,000 - $25,000,000 | 0.40% |
| $25,000,000+ | 0.30% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AEGIS WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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