AEGIS WEALTH ADVISORS. LLC

AEGIS WEALTH ADVISORS. LLC of HARTLAND, WI is an SEC-registered investment adviser (CRD 136815). Regulatory assets under management: $27.7M.

Registration

• CRD: 136815
• Type: Registered investment adviser
• Location: 1208 STATE ROAD 83, HARTLAND, WI, 53029-8313
• Phone: 262-369-5200
• Latest filing: 2026-07-01
• Regulatory AUM: $27.7M
• Discretionary AUM: $27.2M
• Non-discretionary AUM: $430K
• Clients: 3
• Accounts: 196

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136815 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search