Aegis Wealth Management, LLC

Aegis Wealth Management, LLC (CRD# 199511) is a financial advisory firm headquartered in Maitland, FL. They manage $134,529,157 in 454 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $296,320
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Aegis Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christine M. Carlson
CRD#: 2773014
698 N. Maitland Avenue, Suite 102, Maitland, FL 32751

Christine Carlson (CRD# 2773014) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has over 27 years of experience in the finance industry.

2
Matthew C. McMahan
CRD#: 6524400
698 N. Maitland Avenue, Suite 102, Maitland, FL 32751

Matthew McMahan (CRD# 6524400) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has over 8 years of experience in the finance industry.

3
Thuong T. Pham
CRD#: 4135539
698 N. Maitland Avenue, Suite 102, Maitland, FL 32751

Thuong Pham (CRD# 4135539) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has 1 year of experience in the finance industry.

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