Aegis Wealth Management LLC (CIK: 0001628818) EDGAR, Information, Filings... CompaniesBIO.Com

Aegis Wealth Management LLC

Mailing address
6903 ROCKLEDGE DRIVE, SUITE 530, BETHESDA, Maryland, 20817
Phone
301-664-2313
State location
Maryland
State of incorporation
Maryland
Fiscal year end
December 31
SIC
N/A
Filings
N/A

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Aegis Wealth Management LLC

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001085146-25-001819 (34 Act) Size: KB	Mar-07-2025	028-25445 25718766

Recent 20 filings. View all Aegis Wealth Management LLC filings

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.