Aegis Wealth Advisors. LLC

Aegis Wealth Advisors. LLC (CRD# 136815) is a financial advisory firm headquartered in Hartland, WI. They manage $19,391,810 in 214 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Aegis Wealth Advisors. LLC
Showing 1 - 1 of 1 top financial advisors.
Timothy M. Stasinoulias
CRD#: 2512733
1208 State Road 83, Hartland, WI 53029

Timothy Stasinoulias (CRD# 2512733) is an Investment Advisor Representative working at Aegis Wealth Advisors. LLC in Hartland, WI and has over 23 years of experience in the finance industry.

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