What departments does Aegis Wealth have?

Aegis Wealth has employees across 1 departments including Administrative.

What is the largest department at Aegis Wealth?

The largest department at Aegis Wealth is Administrative with 1 employees.

Where are Aegis Wealth employees located globally?

Aegis Wealth has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Aegis Wealth's team size changed over time?

Aegis Wealth's team has decreased from approximately 3 to 2 employees based on available data.

Aegis Wealth Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Aegis Wealth is a fee-only, independent wealth management firm that offers a holistic, long-term approach to managing clients’ financial lives. Its services integrate portfolio construction with income, estate, and charitable planning, aiming to align financial decisions with broader life goals and often multi-generational planning. The firm emphasizes fiduciary-level service delivered by a multidisciplinary team, with an emphasis on ongoing communication and hands-on guidance to sustain long-standing client relationships. Based in Bethesda, Maryland, the company provides personalized wealth management within the financial services industry, serving individuals seeking coordinated strategies across various facets of their finances. While details on specific client segments are not provided, the firm positions itself as coordinating comprehensive financial plans for clients, coordinating multiple elements into an integrated strategy.

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
E. K.
Managing Partner
Mobile Phone
Email

Aegis Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Aegis Wealth

Name

Title

Contact Info

Location

Last Update

D. S.
Chief Compliance Officer, Managing Partner, Presid
Mobile Phone
Email
Oct 22, 2024
E. K.
Managing Partner
Mobile Phone
Email
Oct 22, 2024

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 Drive Suite 940 Bethesda, Maryland United States. 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 May 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Aegis Wealth's key employees and leadership?

As of May 2026, Aegis Wealth's key employees include:

Chief Compliance Officer, Managing Partner, Presid: D. S.
Managing Partner: E. K.

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Aegis Wealth Employee Directory

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