Aegis Wealth Partners, LLC Employee Directory

Financial ServicesUnited States0-1 Employees

At Aegis Wealth Partners, we believe a well-designed 401(k) plan does more than help people retire — it strengthens the entire organization. We help employers simplify oversight, reduce risk, and build greater financial confidence among their employees.

Our 401(k) Operating System™ (40S™) approach brings clarity, cost efficiency, and practical advice to every level of the plan — helping companies operate smarter and employees make more confident financial decisions. 

Aegis Wealth Partners, LLC is a Registered Investment Advisor with offices in Phoenix, Arizona and Chicago, Illinois.

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

Aegis Wealth Partners, LLC Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Aegis Wealth Partners, LLC's Leadership

  • Stylized image of a person
    D. S.
    Managing Partner
    Phone icon
  • Stylized image of a person
    D. G.
    Senior Partner
    Phone icon
  • Stylized image of a person
    D. S.
    Managing Partner
    Phone icon
  • Stylized image of a person
    F. R.
    Partner
    Phone icon
  • Stylized image of a person
    K. W.
    Partner
    Phone icon

Contact profiles from Aegis Wealth Partners, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    Managing Partner
    Phone icon
    United StatesArizona
    Nov 21, 2025
  • Stylized image of a person
    D. G.
    Senior Partner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    D. S.
    Managing Partner
    Phone icon
    UNITED STATES
    Nov 21, 2025
  • Stylized image of a person
    F. R.
    Partner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. W.
    Partner
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Aegis Wealth Partners, LLC known for?

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Aegis Wealth Partners, LLC was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 3420 E Shea Blvd, Suite 200 Phoenix, Arizona 85028, US. Explore Aegis Wealth Partners, LLC's company overview page for more information.

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

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

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

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

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

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As of December 2025, Aegis Wealth Partners, LLC's key employees include:

  • Managing Partner: D. S.
  • Senior Partner: D. G.
  • Managing Partner: D. S.
  • Partner: F. R.
  • Partner: K. W.

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