Aegis Wealth Management, LLC
● SEC registered since 2015CRD 199511SEC# 801-96327Maitland, FL
Reg. AUM
$190.4M
Employees
4
Accounts
456
Location
Maitland, FL
Aegis Wealth Management, LLC assets under management
Aegis Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Maitland, FL. The firm has been registered since 2015. It reports $190.4 million in regulatory assets under management and employs 4 people.
Aegis Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aegis Wealth Advisors, LLC Control | Owner | Over 75% | 2021 |
| Matthew Charles McMahan Control | President, Partner | 50-75% | 2021 |
| Megan Rebecca Johnson Control | Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Aegis Wealth Management, LLC manage?
Aegis Wealth Management, LLC reports $190.4 million in regulatory assets under management on its Form ADV.
How many employees does Aegis Wealth Management, LLC have?
Aegis Wealth Management, LLC reports 4 employees.
Where is Aegis Wealth Management, LLC located?
Aegis Wealth Management, LLC is based in Maitland, FL and has been SEC-registered since 2015.
Does Aegis Wealth Management, LLC disclose fund performance?
Aegis Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 698 N. Maitland Avenue, Suite 102, Maitland, FL 32751 |
| Phone | 407-831-3660 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$190.4M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$190.4Mregulatory AUM
Discretionary $173.1MNon-discretionary $17.3M