Aegis Wealth Employee Directory

Q: What is Aegis Wealth known for?

Aegis Wealth was founded in 2005. Aegis Wealth operates in the Financial Services industry.

Q: How many employees does Aegis Wealth have currently?

Aegis Wealth has approximately 11 employees.

Financial ServicesUnited States11-50 Employees

Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach.  A fee-only, independent firm, Aegis Wealth provides a fiduciary level of service from a multi-disciplinary team of wealth advisors few can match.  Our perspective is long-term, often multi-generational and focused on aligning clients' financial decisions with their broader life goals.  We coordinate all aspects of our clients' financial lives into an integrated plan that includes portfolio construction, income and estate tax planning as well as charitable planning.  Our long-standing client relationships are built on trust and nourished by ongoing communication and hands-on guidance.

Find Aegis Wealth employees' phone numbers or email addresses

Aegis Wealth Global Highlights

North America
10

United States Of America
10

Asia
1

India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Aegis Wealth's Leadership

D. S.
Chief Compliance Officer, Managing Partner, Presid
Mobile Phone
Email
P. M.
Managing Partner
Mobile Phone
Email
M. T.
Partner
Mobile Phone
Email
R. E. K.
Managing Partner
Mobile Phone
Email
E. K.
Managing Partner
Mobile Phone
Email
Y. S.
Client Relations Manager
Mobile Phone
Email
J. H.
Principal
Mobile Phone
Email
V. R.
Founding Member
Mobile Phone
Email

Contact profiles from Aegis Wealth

Name

Title

Contact Info

Location

Last Update

P. M.
Managing Partner
Mobile Phone
Email
United StatesMaryland
Nov 04, 2025
M. T.
Partner
Mobile Phone
Email
United StatesMaryland
Nov 04, 2025
R. E. K.
Managing Partner
Mobile Phone
Email
United StatesMaryland
Nov 04, 2025
D. S.
Chief Compliance Officer, Managing Partner, Presid
Mobile Phone
Email
Oct 22, 2024
E. K.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
Y. S.
Client Relations Manager
Mobile Phone
Email
United StatesMaryland
Nov 04, 2025
J. H.
Principal
Mobile Phone
Email
United StatesMaryland
Nov 04, 2025
V. R.
Founding Member
Mobile Phone
Email
United StatesMaryland
Nov 04, 2025
A. M.
Wealth Advisor
Mobile Phone
Email
United StatesMaryland
Nov 04, 2025

Frequently Asked Questions

What is Aegis Wealth known for?

Aegis Wealth was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 6903 Rockledge Dr, Suite 940 Bethesda, Maryland 20817, US. Explore Aegis Wealth's company overview page for more information.

What is Aegis Wealth's most common email format?

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

How many employees does Aegis Wealth have currently?

Aegis Wealth has approximately 11 employees as of November 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Aegis Wealth's key employees and leadership?

As of November 2025, Aegis Wealth's key employees include:

Chief Compliance Officer, Managing Partner, Presid: D. S.
Managing Partner: P. M.
Partner: M. T.
Managing Partner: R. E. K.
Managing Partner: E. K.

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