# AEGIS WEALTH ADVISORS. LLC

AEGIS WEALTH ADVISORS. LLC of HARTLAND, WI is an SEC-registered investment adviser.

## Registration

- CRD: 136815
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136815/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136815/similar
- Related entities: https://search.stillhousedata.com/firm/136815/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136815

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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.