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Aegis Wealth Management, Inc. CRD 301990
$216M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
Gresham, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 10/2025 | Present |
| Self Employed | Gresham | OR | 06/2016 | 10/2018 |
| Self Employed | Gresham | OR | 10/2018 | 10/2023 |
| Self Employed | Gresham | OR | 10/2023 | Present |
~(1) Licensed Independent Insurance Agent; Investment-related; Gresham, OR; Position: Insurance Agent; Start Date 10/2023; Approximately 120 hours/month devoted to this business with 40 hours/month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
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