$27.7M Total AUM
$27.2M Disc. AUM
-- 3Y CAGR
3 Employees
65 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Glacier foundationEagle prime
- Established Date
- 09-29-2005
- Office Locations
- 1
Office Locations
1208 State Road 83 Hartland WI
About Aegis Wealth Advisors. LLC
Aegis Wealth Advisors is a Wisconsin-based RIA providing wealth management, retirement planning, and estate strategy. The team works with entrepreneurs and executives, peak-career professionals, and pre-retirees/retirees, including high-net-worth individuals, with an emphasis on portfolio construction and risk management. Custody is supported through Charles Schwab and Fidelity/NFS.
Team overview
52 AVG AGE
$13.8M AVG AUM / ADVISOR
$425.7K AVG AUM / CLIENT
10.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
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Asset Classes
Bridge Meridian Wave fusion
Client Personas
Ember harbor
Custodian
Optima fusion
Investment Themes
Prime alpha Catalyst Pathway quantum
Investment Vehicles
Optima pathway
Services
Focus frontier Insight quantum Vertex glacier Catalyst prime Peak legacy Catalyst Matrix
Technology
Summit Prime
Owner & Executives
TIMOTHY MICHAEL STASINOULIAS
Managing Partner
- CRD
- #2512733
- Ownership
- 75% or more
(514) 564-9944
ember.fusion@summitcapital.com
in linkedin.com/in/vector-radial
Showing 1 of 1 owners & executives
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B
Bryan Duncan Douglas
--
- CRD
- #8104285
(841) 418-9986
beacon.vector@atlascapital.com
in linkedin.com/in/signal-vector
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,239,693 | -- |
| Non-Discretionary | $429,865 | -- |
| Total | $27,669,558 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,669,558
Public Funds:
25.7% Cash:
32.4% Equity - Exchange:
41.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,389,874,295 | 25.7% |
| Cash | $1,752,215,065 | 32.4% |
| Equity - Exchange | $2,265,981,828 | 41.9% |
| Total | $5,408,071,188 | 100.0% |