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AEGIS WEALTH MANAGEMENT LLC

EIN 47-2103292-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$368K assets
Welfare
0
Participants
4
698 N MAITLAND AVE STE 102 - MAITLAND, FL 327514424407-617-2747
Plans on this EIN
1 filing
#001401k-$368K - 4 part

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Retirement#001

AEGIS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$368K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AEGIS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401k$368K42025
Retirement plans
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