Aegis Wealth Management LLC

Business address
6903 Rockledge Drive, Suite 530, Bethesda, MD, 20817
State of incorporation
MD
Fiscal year end
December 31
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Aegis Wealth Management LLC has filed 5 SEC EDGAR filings since 3/7/2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 6, 2025 Sep 30, 2025 028-25445
N-PX Open Document Open Filing Aug 25, 2025 Jun 30, 2025 028-25445
13F-HR Open Document Open Filing Aug 7, 2025 Jun 30, 2025 028-25445
13F-HR Open Document Open Filing May 8, 2025 Mar 31, 2025 028-25445
13F-HR Open Document Open Filing Mar 7, 2025 Dec 31, 2024 028-25445