Alec Edmond Muehlemeyer

Employer firm

Aegis Wealth Management, Inc. CRD 301990

$216M 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 04/2023
  Aegis Financial
  Wheat Ridge, CO
• 03/2016 → 05/2018
  High School
  Wheat Ridge, CO
• 07/2023 → Present
  Guardian Life Insurance Company
  Fort Collins, CO
• 04/2023 → 06/2024
  Wealth Strategies Group, Llc
  Fort Collins, CO
• 08/2023 → 07/2024
  Park Avenue Securities
  New York, NY
• 12/2023 → 07/2024
  Park Avenue Securities
  New York, NY
• 07/2024 → 03/2026
  Integrity Alliance, Llc
  Urbandale, IA
• 07/2024 → Present
  Olive Tree Wealth Management
  Fort Collins, CO
• 03/2026 → Present
  Aegis Wealth Management, Inc.
  Guthrie Center, IA

Previous Registrations

• 2024-07-15 → 2026-03-06
  Integrity Alliance, Llc.
  Urbandale, IA
  Fort Collins, CO
  Loveland, CO
• 2023-12-06 → 2024-07-09
  Park Avenue Securities Llc
  Fort Collins, CO
  Loveland, CO
  Greenwood Village, CO

Other Businesses

1) Skyraider Rental Property; Not investment-related; 414 Skyraider Way, Unit 3, Fort Collins, CO 80403; Rental Property; Owner/Landlord; Start: 07/01/2023; 1 hour per month; 0 hours during security hours; Investment property currently being rented and providing income to me. 2) Cardinal Rental Property; Not investment-related; 298 Cardinal St, Johnstown, CO 80534; Rental Property; Owner/Landlord; Start: 07/01/2023; 1 hour per month; 0 hours during security hours; Investment property currently being rented and providing income to me. 3) Olive Tree Wealth Management; Investment-related; 4700 S. College Ave, Fort Collins, CO 80525; DBA for IAR work; President/Investment Advisor; 01/21/2025; Approximately 200 hours per month; 150 hours during securities; Investment advisory, financial planning, marketing/branding. 4) Independent Insurance Agent; Investment-related; Fort Collins, CO; Insurance Agent; Start: 12/2022; Approximately 40 hours/month with 40 during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30

Other Names

• Alec Muehlemeyer