Aegis Wealth Management, LLC

Aegis Wealth Management, LLC (CRD# 199511) is a financial advisory firm headquartered in Altamonte Springs, FL. They manage $101,150,018 in 450 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $224,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

FL, SD

Financial Advisors at Aegis Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thuong T. Pham
CRD#: 4135539
300 Maitland Avenue, Altamonte Springs, FL 32701
90
Wealthminder
score

Thuong Pham (CRD# 4135539) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Altamonte Springs, FL and has 1 year of experience in the finance industry. Thuong Pham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Braden L. Smidt
CRD#: 6468564
608 North West Avenue, Suite A, Sioux Falls, SD 57104
90
Wealthminder
score

Braden Smidt (CRD# 6468564) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Sioux Falls, SD and has 1 year of experience in the finance industry.

3
Michael G. Teslow
CRD#: 1125610
608 N. West Avenue, Sioux Falls, SD 57104
63
Wealthminder
score

Michael Teslow (CRD# 1125610) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Sioux Falls, SD and has over 20 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.