AEGIS WEALTH PARTNERS, LLC

AEGIS WEALTH PARTNERS, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 171693). Regulatory assets under management: $926K.

Registration

• CRD: 171693
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171693 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search