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Aegis Wealth Management, LLC

Headquartered in MAITLAND, FL

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Firm Information

Aegis Wealth Management, LLC is an investment advisor based in Maitland, FL. The firm manages over $160 million in assets for individuals, corporations, and other businesses. Aegis provides portfolio management services, including both discretionary and non-discretionary accounts. The firm primarily serves high-net-worth individuals and other individuals, with a smaller number of corporate clients.

Aegis Wealth Management, LLC

698 N. MAITLAND AVENUE

MAITLAND, FL 32751

$160.77M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (2)

AEGIS WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

CLEARWATER, FL

location

MAITLAND, FL

Advisors at Aegis Wealth Management, LLC

View All 3 Advisors
Unclaimed
Matthew Charles McMahan

CFP®, RA

MAITLAND, FL

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Christine Craig Heckman

RA

MAITLAND, FL

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Unclaimed
Thuong Thien Pham

CFP®, RA

MAITLAND, FL

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Disclosures

There are no public disclosures for Aegis Wealth Management, LLC.

Frequently Asked Questions (7)

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