Aegis Wealth Advisors, LLC Employee Directory

Investment ManagementUnited States2-10 Employees

When it comes to Wealth Management, trust is critical. That’s why we place so much value on the relationships we have with our clients, and view ourselves as your personal expert in all things financial. We will help you develop and implement a plan based on YOUR needs.

Aegis Wealth Advisors is a fee-only independent Registered Investment Advisor (RIA) that provides comprehensive wealth management services to private investors.  As a Registered Investment Advisor, Aegis Wealth Advisors is regulated by the Wisconsin Department of Financial Institutions (WDFI), as well as other states in which we conduct business. We are required to adhere to stricter standards of fiduciary responsibility than required of a typical Wall Street brokerage firm. 

As an independent financial advisory firm, we are not affiliated with any major brokerage house, giving us the freedom and objectivity to research a wider spectrum of investment vehicles that are most advantageous for our clients. Our low percentage compensation fees are directly tied to the value of our client accounts, so we have no incentive to sell products. Our only incentive is protect our client's assets and increase the value of their investment portfolio.

Find Aegis Wealth Advisors, LLC employees' phone numbers or email addresses

Aegis Wealth Advisors, LLC Global Highlights

North America
5

United States Of America
5

Aegis Wealth Advisors, LLC's Leadership

T. M. S.
Owner,Financial Advisor, Investment Manager, And Retirement Professional
Mobile Phone
Email
T. S.
Owner
Mobile Phone
Email

Contact profiles from Aegis Wealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

T. M. S.
Owner,Financial Advisor, Investment Manager, And Retirement Professional
Mobile Phone
Email
Aug 11, 2025
T. S.
Owner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Aegis Wealth Advisors, LLC known for?

Aegis Wealth Advisors, LLC was founded in 2005 operates in the Investment Management industry. The company's main headquarters is located in 1208 State Road 83, Hartland, WI 53029, US. Explore Aegis Wealth Advisors, LLC's company overview page for more information.

What is Aegis Wealth Advisors, LLC's most common email format?

Aegis Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aegis Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Aegis Wealth Advisors, LLC have currently?

Aegis Wealth Advisors, LLC has approximately 4 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Aegis Wealth Advisors, LLC's key employees and leadership?

As of October 2025, Aegis Wealth Advisors, LLC's key employees include:

Owner,Financial Advisor, Investment Manager, And Retirement Professional: T. M. S.
Owner: T. S.

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