Aegis Wealth Management LLC

Aegis Wealth Management LLC (CRD# 134429) is a financial advisory firm headquartered in Bethesda, MD. They manage $506,292,576 in 393 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $1,288,276
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
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, MD, NH, TX, VA

Financial Advisors at Aegis Wealth Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Michael A. Treanor
CRD#: 5446267
6903 Rockledge Drive, Ste. 940, Bethesda, MD 20817
106
Wealthminder
score

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]

2
Rodrigo Huerta
CRD#: 6581946
6903 Rockledge Drive, Ste. 940, Bethesda, MD 20817
103
Wealthminder
score

Rodrigo Huerta (CRD# 6581946) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has more than 10 years of experience in the Wealth Management and Advisory field.

 

Rodrigo has taken additional exams to become a Certified Investment Management Analys (CIMA®) with the "Investment Management Consultants Association (IMCA)". CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

3
Eun H. Kim
CRD#: 4539304
Two Democracy Center, 6903 Rockledge Drive, Ste. 940, Bethesda, MD 20817
96
Wealthminder
score

Eun Kim (CRD# 4539304) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has over 16 years of experience in the finance industry. Eun Kim 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.

4
Jean M. Hoff
CRD#: 5369462
6903 Rockledge Dr., Suite 940, Bethesda, MD 20817
93
Wealthminder
score

Jean Hoff (CRD# 5369462) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has over 10 years of experience in the finance industry.

5
Viveka M. Ryn
CRD#: 4601816
Two Democracy Center, 6903 Rockledge Drive, Ste. 940, Bethesda, MD 20817
93
Wealthminder
score

Viveka Ryn (CRD# 4601816) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has over 16 years of experience in the finance industry.

6
Song Elena
CRD#: 6582215
6903 Rockledge Drive, Ste. 940, Bethesda, MD 20817
90
Wealthminder
score

Song Elena (CRD# 6582215) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has 1 year of experience in the finance industry. Song Elena 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.

7
Paul A. Meloan
CRD#: 4486981
Two Democracy Center, 6903 Rockledge Drive, Ste. 940, Bethesda, MD 20817
87
Wealthminder
score

Paul Meloan (CRD# 4486981) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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Disclosure
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.