Aegis Wealth Management, Inc.
● SEC registered since 2019CRD 301990SEC# 801-117179Guthrie Center, IA
Reg. AUM
$216.5M
Employees
27
Accounts
2,350
Location
Guthrie Center, IA
Aegis Wealth Management, Inc. assets under management
Aegis Wealth Management, Inc. operates as an SEC-registered investment adviser based in Guthrie Center, IA. The firm has been registered since 2019. It reports $216.5 million in regulatory assets under management and employs 27 people.
Aegis Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Stephen Muehlemeyer Control | Partner | 25-50% | 2017 |
| Darin Wayne Edward Lucas Control | Managing Partner | 25-50% | 2017 |
| Rickey Lynn Rumelhart Control | Partner/Chief Compliance Officer | 10-25% | 2017 |
Frequently asked questions
How much does Aegis Wealth Management, Inc. manage?
Aegis Wealth Management, Inc. reports $216.5 million in regulatory assets under management on its Form ADV.
How many employees does Aegis Wealth Management, Inc. have?
Aegis Wealth Management, Inc. reports 27 employees.
Where is Aegis Wealth Management, Inc. located?
Aegis Wealth Management, Inc. is based in Guthrie Center, IA and has been SEC-registered since 2019.
Does Aegis Wealth Management, Inc. disclose fund performance?
Aegis Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 317 State Street, Guthrie Center, IA 50115 |
| Phone | (833) 483-8383 |
| Fax | (833) 483-8383 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2096565 |
| Discloses disciplinary history | No |
Regulatory AUM
$216.5M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$216.5Mregulatory AUM
Discretionary $216.5M