Aegis Wealth Group LLC

EIN 20-8949634investment managementLatest filing 2025

Plans

Retirement

$326K assets

Welfare

Participants

6900 S 900 E, STE 200 - MIDVALE, UT 84047718-662-3593planinvestrelax.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401(k)-$326K - 22 part

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Retirement#001

AEGIS WEALTH GROUP 401(K) PLAN

401(k)

Assets$326K

Participants22

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	AEGIS WEALTH GROUP 401(K) PLAN	401(k)	$326K	22	2025

Retirement plans

Filings through Oct 24, 2026.

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