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- Custodian
- Altruist · Assetmark · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-29-2014
- Office Locations
- 1
Office Locations
About Aegis Wealth Partners, LLC
Aegis Wealth Partners is a Phoenix-based fiduciary advisor focused on helping 401(k) plan sponsors turn retirement benefits into a smoother, higher-impact program for HR and employees. The firm partners with business owners on plan design and optimization, administration support, and participant guidance to build employee financial confidence, using a tech-forward, high-touch approach and clear, actionable recommendations.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID CHADWICK SCHILLER
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2794155
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $926,137 | -- |
| Non-Discretionary | $0 | -- |
| Total | $926,137 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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