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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-29-2015
- Office Locations
- 2
Office Locations
About Aegis Wealth Management, LLC
Aegis Wealth Management is an independent wealth management firm based in Maitland, Florida. The team provides financial planning and asset management, including insurance and retirement plan guidance, for individuals such as entrepreneurs. Portfolios are primarily ETF-based, and the firm custody relationship includes Charles Schwab; it serves both retail and institutional channels.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW CHARLES MCMAHAN
Owner, PARTNER, President
- CRD
- #6524400
- Ownership
- 50% but less than 75%
THUONG THIEN PHAM
PARTNER, Senior Portfolio Manager
- CRD
- #4135539
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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CHRISTINE CRAIG HECKMAN
Chief Compliance Officer, Managing Member
- CRD
- #2773014
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,075,906 | $422,136 |
| Non-Discretionary | $17,297,503 | $376,033 |
| Total | $190,373,409 | $417,486 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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