CRD: 301990
Aegis Wealth Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2017
- Office Locations
- 26
Office Locations
About Aegis Wealth Management, Inc.
Aegis Wealth Management is an SEC-registered RIA providing financial planning and discretionary asset management for retail clients. The firm builds diversified portfolios using mutual funds and ETFs, and may incorporate insurance/annuity solutions and digital-asset themes. It operates a multi-office footprint (23 locations) and custodies with firms including Schwab and State Street.
Reported data analysis
What the numbers show
Between October 27, 2025 and July 10, 2026, reported AUM increased 23.0%, from $176.0M to $216.5M.
Across 5 reported observations, AUM increased 79.5% between November 9, 2022 and July 10, 2026, from $120.6M to $216.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 27 advisory representatives and 2,350 clients, or 87 clients per representative. That equates to $92.1K in reported AUM per client.
The profile lists 26 reported office locations and 8 years in operation. The source data was last updated on August 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Aegis Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DARIN WAYNE EDWARD LUCAS
Managing Partner, President
- CRD
- --
- Ownership
- 25% but less than 50%
CARL STEPHEN MUEHLEMEYER
Chief Operating Officer, PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MICHAEL JOHN BLANCHARD
Partner | Senior Wealth Advisor
- CRD
- #1246309
SEAN MICHAEL BURKE
--
- CRD
- #6312937
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,466,362 | $92,113 |
| Non-Discretionary | $0 | -- |
| Total | $216,466,362 | $92,113 |
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Separately Managed Accounts
SMA allocation detail is available
Aegis Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aegis Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.