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Michael Alan Treanor

Aegis Wealth

Bethesda, MD

CRD 5446267

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Employer firm

Aegis Wealth CRD 134429

$744M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Aegis Wealth

6903 Rockledge Drive Ste. 530, Bethesda, MD 20817 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

6903 Rockledge Drive Ste. 530, Bethesda, MD 20817 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aegis Wealth Management Llc Bethesda MD 11/2013 Present
Aegis Wealth Management Llc Bethesda MD 11/2015 Present
  • 11/2013 → Present
    Aegis Wealth Management Llc
    Bethesda, MD
  • 11/2015 → Present
    Aegis Wealth Management Llc
    Bethesda, MD
Designations
  • Certified Financial Planner
Other Names
  • Mike Treanor

View on SEC IAPD

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Nearby Investors

Brian Craig Luts
DAVID MICHAEL GREENLEIGH
JAMIE LYNN BIGSBY

Nearby Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD

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