Aegis Wealth Management LLC

Aegis Wealth Management LLC (CRD# 134429) is a financial advisory firm headquartered in Bethesda, MD. They manage $521,915,587 in 452 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    522
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $1,154,681
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
Jean M. Hoff
CRD#: 5369462
Bethesda, MD 20817

Jean Hoff (CRD# 5369462) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has over 12 years of experience in the finance industry.

2
Sandra C. Hou
CRD#: 1070975
Bethesda, MD 20817

Sandra Hou (CRD# 1070975) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has over 13 years of experience in the finance industry.

3
Rodrigo Huerta
CRD#: 6581946
Bethesda, MD 20817

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.

4
Eun H. Kim
CRD#: 4539304
Bethesda, MD 20817

Eun Kim (CRD# 4539304) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has over 18 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.

5
Paul A. Meloan
CRD#: 4486981
Bethesda, MD 20817

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.

6
Viveka M. Ryn
CRD#: 4601816
Bethesda, MD 20817

Viveka Ryn (CRD# 4601816) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has over 18 years of experience in the finance industry.

7
Michael A. Treanor
CRD#: 5446267
Bethesda, MD 20817

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]

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