RIA Intel›Advisers›Arizona›AEGIS WEALTH PARTNERS, LLC

AEGIS WEALTH PARTNERS, LLC

Advisory

PHOENIX, AZ

Data as of Feb 24, 2025 · Source: SEC Form ADV

Average account
$185K
across 5 accounts
AUM per adviser
$926K
1 adviser

Source: SEC Form ADV. Figures as filed Feb 24, 2025.

Total AUM
$926K
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$926K
Discretionary AUM$926K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, IL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

DYNAMIC FINANCIAL PLANNING LLC
$916K
PANOPTIC GLOBAL WEALTH MANAGEMENT, LLC
$900K
VIVERE WEALTH MANAGEMENT LLC
CHANDLER, AZ
$993K
ALAMOS CAPITAL, LLC
TUCSON, AZ
$1M
SONORAN CAPITAL MANAGEMENT LLC
$800K
AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC
SCOTTSDALE, AZ
$1M

Get the full picture on AEGIS WEALTH PARTNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AEGIS WEALTH PARTNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans