# AEGIS WEALTH PARTNERS, LLC

AEGIS WEALTH PARTNERS, LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 171693
- Type: SEC-registered investment adviser
- Location: 3420 E SHEA BLVD, PHOENIX, AZ, 85028
- Phone: (480) 605-1965
- Latest filing: 2025-02-24
- Regulatory AUM: $926K
- Discretionary AUM: $926K
- Clients: 1
- Accounts: 5

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171693/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171693/similar
- Related entities: https://search.stillhousedata.com/firm/171693/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171693

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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.