Aegis Wealth Management LLC
● SEC registered since 2005CRD 134429SEC# 801-64004Bethesda, MD
Reg. AUM
$744.1M
Employees
6
Accounts
516
Location
Bethesda, MD
Aegis Wealth Management LLC assets under management
Aegis Wealth Management LLC is an investment advisory firm registered with the SEC based in Bethesda, MD. The firm has been registered since 2005. It reports $744.1 million in regulatory assets under management and employs 6 people.
Aegis Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eun Hee Kim Control | Member | 25-50% | 2005 |
| Jean Marie Hoff | Member | Under 5% | 2020 |
| Michael Alan Treanor | Member | Under 5% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Aegis Wealth Management LLC manage?
Aegis Wealth Management LLC reports $744.1 million in regulatory assets under management on its Form ADV.
How many employees does Aegis Wealth Management LLC have?
Aegis Wealth Management LLC reports 6 employees.
Where is Aegis Wealth Management LLC located?
Aegis Wealth Management LLC is based in Bethesda, MD and has been SEC-registered since 2005.
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 | 6903 Rockledge Drive, Ste. 530, Bethesda, MD 20817 |
| Phone | 301-664-2313 |
| Fax | 301-664-2313 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1628818 |
| Discloses disciplinary history | No |
Regulatory AUM
$744.1M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$744.1Mregulatory AUM
Discretionary $744.1M