RIA Intel›Advisers›Wisconsin›AEGIS WEALTH ADVISORS, LLC

AEGIS WEALTH ADVISORS, LLC

Advisory

HARTLAND, WI

Data as of Jul 1, 2026 · Source: SEC Form ADV

Average account

$141K

across 196 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$28M

Discretionary AUM$27M

Non-Discretionary AUM$430K

Discretionary %98.4%

Total Clients65

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

65 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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GEDER INVESTMENT MANAGEMENT, INC.

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