AEGIS WEALTH MANAGEMENT, INC.

GUTHRIE CENTER, Iowa·3 registered advisors·CRD# 301990
SEC# 801-11717928(833) 483-8383
01

Firm Overview

AUM
$143M
Regulatory assets under management
Employees
30
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARES IN FEES PAID TO THIRD PARTY ADVISERS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at AEGIS WEALTH MANAGEMENT, INC.

3 registered advisors
Carl Stephen Muehlemeyer
GUTHRIE CENTER, Iowa
Darin Wayne Edward Lucas
GUTHRIE CENTER, Iowa
Rickey Lynn Rumelhart
GUTHRIE CENTER, Iowa
05

Office Locations

GUTHRIE CENTER, Iowa
3 advisors

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Data sourced from SEC Form ADV filings. AEGIS WEALTH MANAGEMENT, INC. (CRD# 301990) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.