Aegis Wealth Management LLC
Legal Name: AEGIS WEALTH MANAGEMENT LLC
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
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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