# Aegis Wealth Management

Aegis Wealth Management is a Bank / Wealth / Trust based in Guthrie Center, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Guthrie Center, United States
- **Region:** North America
- **Address:** Guthrie Center, IA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.aegiswealth.com
- **LinkedIn:** https://www.linkedin.com/company/aegis-wealth-management

## Regulatory record

- **CRD number:** 301990
- **SEC file number:** 801-117179
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301990

## About

Founded in 2015, Aegis Wealth Management operates from Guthrie Center, Iowa, positioning itself as a fiduciary boutique. The firm's website describes a client base that includes business leaders, successful professionals, family stewards, and retirees. It offers both discretionary and non-discretionary investment advisory services, structuring engagements around a four-phase process: plan, build, sustain, and enjoy. Aegis's strategy emphasizes comprehensive financial planning rather than a single asset-class focus. The firm analyzes all financial assets and interests to craft tailored plans, then tracks progress against client goals. Public disclosures do not detail specific allocations to private equity, venture capital, real estate, or hedge funds. Team size and asset totals remain undisclosed. The firm's website does not list additional offices, named principals, or adjacent vehicles such as a philanthropic foundation. No operational event from the last 24 months — such as a key hire, office opening, or strategy shift — appears in available public records. Aegis's structural differentiator lies in its fiduciary-only, boutique posture, which distances it from commission-based wealth managers. The firm's documentation stresses a duty to align wealth with clients' broader goals, though without published scale or team details, the architecture of its investment committee and succession planning remains opaque.

## Sectors

- Wealth Management

## Questions

### What services does Aegis Wealth Management offer?

The firm provides investment advisory services on both a discretionary and non-discretionary basis. Its process involves analyzing all client financial assets and interests to build a tailored financial plan, then sustaining that plan through ongoing progress tracking. The firm emphasizes a fiduciary standard of care.

### Who is Aegis Wealth Management's typical client?

The firm describes its boutique services as ideal for business leaders, successful professionals, family stewards, retirees, and their families. Its marketing emphasizes resolving vexing financial challenges and aligning wealth with greater goals. No minimum asset threshold is publicly stated.

### How does Aegis Wealth Management structure its investment advice?

Aegis provides both discretionary management, where it can make investment decisions on behalf of the client, and non-discretionary advisory services, where it recommends actions the client must approve. The firm's literature does not indicate operation of proprietary pooled funds, separate accounts, or direct co-investment programs.

### What is Aegis Wealth Management's geographic footprint?

The firm is headquartered in Guthrie Center, Iowa, and serves clients from that single location. No additional offices are identified in public materials, although its fiduciary status permits it to serve clients in any state where it is appropriately registered.

## Related profiles

- [Advisor Partners](https://altss.com/profile/advisor-partners)
- [Aegon Companies Pension Plan](https://altss.com/profile/aegon-companies-pension-plan)

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Last updated: 2026-08-11T02:43:31.692Z

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