Aegis Wealth Management LLC

Legal Name: AEGIS WEALTH MANAGEMENT LLC

6903 ROCKLEDGE DRIVE, STE. 940, BETHESDA, MD

240.482.2560 http://www.aegiswealth.com Frequently Asked Questions (FAQ)

Full Contact Details

Aegis Wealth Management LLC

6903 ROCKLEDGE DRIVE, STE. 940, BETHESDA, MD

240.482.2560

240.235.4227

Other Info

Aegis Wealth Management LLC is a limited liability company based in Maryland with 7 employees, including 6 employees in advisory roles. Though the number of clients served by the company is unknown, its SEC status is listed as approved, with a registration date of February 28, 2005.

Website

Comprehensive Wealth Management — Aegis Wealth

We are a fiduciary boutique firm offering holistic financial planning services for clients by simplifying financial situations and delivering personalized care.

Direct Owners

EUN HEE KIM
MEMBER owns more than 25% but less than 50%
PAUL ADAIR MELOAN
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
VIVEKA MARIANNE RYN
MEMBER owns more than 25% but less than 50%

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