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Aegis Wealth Advisors, LLC Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

Aegis Wealth Advisors, LLC is an independent investment management firm based in Hartland, Wisconsin. It operates as a fee-only Registered Investment Advisor, regulated by the Wisconsin Department of Financial Institutions and other states where it conducts business. As an independent advisor unaffiliated with a major brokerage house, the firm can research a broad range of investment options for private investors. The firm offers a full range of wealth-management solutions with a focus on establishing trust through long-standing client relationships. Its compensation is a low percentage of client assets, aligning incentives with protecting and growing portfolio value rather than selling specific products. It assists clients in developing and implementing plans tailored to their individual needs, serving as a personal financial guide.

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

Aegis Wealth Advisors, LLC Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Aegis Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    T. S.
    Owner
    Phone icon
    Mobile Phone

Aegis Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Aegis Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. S.
    Owner
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Aegis Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconAegis Wealth Advisors, LLC was founded in 2005 operates in the Investment Management industry. Explore Aegis Wealth Advisors, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconAegis 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?

Minus sign iconPlus sign iconAegis Wealth Advisors, LLC has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Aegis Wealth Advisors, LLC's key employees include:

  • Owner: T. S.

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