Aegis Wealth Group, LLC
● SEC registered since 2019CRD 222515SEC# 801-116983Midvale, UT
Reg. AUM
$247.7M
Employees
20
Accounts
1,932
Location
Midvale, UT
Aegis Wealth Group, LLC assets under management
Aegis Wealth Group, LLC is a registered investment adviser overseen by the SEC based in Midvale, UT. The firm has been registered since 2019. It reports $247.7 million in regulatory assets under management and employs 20 people.
Aegis Wealth Group, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| E6 Holdings, LLC Control | Owner | Over 75% | 2023 |
| Jason Howard Lindquist Control | Director Of Investments | Under 5% | 2018 |
| Joshua Paul Edward Dale Ray Jones Control | Ceo | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Aegis Wealth Group, LLC manage?
Aegis Wealth Group, LLC reports $247.7 million in regulatory assets under management on its Form ADV.
How many employees does Aegis Wealth Group, LLC have?
Aegis Wealth Group, LLC reports 20 employees.
Where is Aegis Wealth Group, LLC located?
Aegis Wealth Group, LLC is based in Midvale, UT and has been SEC-registered since 2019.
Does Aegis Wealth Group, LLC disclose fund performance?
Aegis Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6900 South 900 East, Suite 200, Midvale, UT 84047 |
| Phone | 801-545-8706 |
| Fax | 801-545-8706 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$247.7M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$247.7Mregulatory AUM
Discretionary $247.7M