# AEGIS WEALTH MANAGEMENT LLC

AEGIS WEALTH MANAGEMENT LLC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 134429
- Type: SEC-registered investment adviser
- SEC file number: 801-64004
- Location: 6903 ROCKLEDGE DRIVE, STE. 530, BETHESDA, MD, 20817
- Phone: 301-664-2313
- Latest filing: 2026-03-31
- Regulatory AUM: $744.1M
- Discretionary AUM: $744.1M
- Clients: 6
- Accounts: 516

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Viveka Marianne Ryn | MEMBER | — |
| Eun Hee Kim | MEMBER | — |
| Paul Adair Meloan | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Jean Marie Hoff | MEMBER | — |
| Michael Alan Treanor | MEMBER | — |
| BEARER MICHAEL FRANCIS | MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| RYN VIVEKA MARIANNE | MEMBER | — |
| KIM EUN HEE | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MELOAN PAUL ADAIR | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| HOFF JEAN MARIE | MEMBER | — |
| TREANOR MICHAEL ALAN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134429/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134429/similar
- Related entities: https://search.stillhousedata.com/firm/134429/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134429

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.