Aegis Wealth Management Llc
- Regulatory AUM
- $744M
- Discretionary
- $744M
- Clients
- 123
- Avg AUM / client
- $6.0M
- Accounts
- 516
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $11.2M | 1.51% |
| High net worth individuals | 102 | $732M | 98.4% |
| Charitable organizations | Fewer than 5 clients | $607K | 0.08% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eun Hee Kim | Member | CFP | Mar 2005 (21y) | 25% – 50% |
| Viveka Marianne Ryn | Member | Mar 2005 (21y) | 25% – 50% | |
| Meloan, Paul, Adair | Member/Chief Compliance Officer | Jul 2005 (21y) | 25% – 50% | |
| Jean Marie Hoff | Member | Jan 2020 (7y) | Less than 5% | |
| Michael Alan Treanor | Member | CFP | Jan 2020 (7y) | Less than 5% |
| Andrea Turner Mc Clelland | Registered representative | CFP | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $684M (92% of AUM) Mar 2026
- Fidelity Distributors Company Llc $100M (15% of AUM) Mar 2023
- Fidelity Brokerage Services $93.4M (13% of AUM) Mar 2024
- Fidelity Investments Institutional Services Company, Inc. $61.4M (12% of AUM) Oct 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗