Michael Treanor, financial advisor Bethesda MD

Michael Treanor

CRD Number: 5446267
Current Firm: Aegis Wealth
Compensation Model: Fee Only

Mike Treanor, CERTIFIED FINANCIAL PLANNER™ (CFP®), is a Wealth Advisor at Aegis Wealth Management, LLC. Mike works closely with individuals and families on investment management strategies as well as the development and ongoing monitoring of comprehensive financial plans. 

Prior to joining Aegis, Mike spent seven years as a portfolio analyst at an independent financial planning firm in Washington, D.C. serving clients in the greater DC region. Mike graduated from Towson University with a BA in Economics. He lives with his wife Jessica, daughters Lily & Layla, and dog Cali in North Potomac, MD. 

In his spare time, Mike enjoys spending his weekends at the beach with family and friends.

Aegis Wealth Management
6903 Rockledge Drive, Suite 940           
Bethesda, MD 20817
Phone: 240-482-2566                                                                                  [email protected]

CONTACT
Similar Advisors
Jim David, financial advisor Bethesda MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Bethesda MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
Jessica Doll, financial advisor Bethesda MD
Jessica L. Doll
CRD# 5969842
Reframe Wealth, LLC
Professional Designations
Company Name Location Dates Years
Aegis Wealth Management LLC Bethesda, MD Nov 2015 - Current 8
Aegis Wealth Management LLC Bethesda, MD Nov 2013 - Current 10

Michael Treanor has no recent exams reported.
Contact Info for Michael A. Treanor
By the Numbers
  • Total Assets Under Management
    603
    MILLIONS
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $1,255,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NH, NY, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Michael Treanor and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.