Aegis Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aegis Wealth Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and charitable organizations. Like many team firms, it charges percentage‑of‑AUM fees and also arranges for third‑party managers and retirement rollover advice as part of its services.
The firm combines fundamental analysis, modern portfolio theory, and quantitative methods and uses both long‑ and short‑term trading as well as dividend strategies to construct portfolios that typically include mutual funds, ETFs, equities, fixed income, real‑estate funds and non‑U.S. securities. Aegis tailors allocations to client goals and risk tolerance, employs model allocations where appropriate, and conducts periodic reviews while often operating under discretionary trading authority.
Distinctively, Aegis discloses that principals provide licensed legal and accounting services to clients and may offer tax return preparation for clients, arrangements the brochure identifies as potential conflicts of interest and that can involve separate or allocated fees. The firm also highlights custody and broker relationships that provide research and practice‑management benefits and notes oversight measures (including surprise CPA examinations for certain trustee accounts) that relate to its custody arrangements.
Client services
Expertise
Fee options
Alternative annual fee arrangements, such as fixed fees, may be agreed upon; specific amounts not stated
$0 - $3,000,000: 1.00% $3,000,000 - $10,000,000: 0.60% $10,000,000 - $25,000,000: 0.40% $25,000,000+: 0.30%
Minimum fee: Minimum annual fees may be assessed on a case-by-case basis at AWM’s sole discretion; amount not specified
Main office
6903 Rockledge Dr., Suite 940
Bethesda MD 20817
Advisors at this office
5
Most active in
California · District of Columbia · Florida · Maryland · Massachusetts · Nebraska · New Hampshire · New York · Texas · Virginia
Also doing business as
Aegis Private Wealth Management LLC · Aegis Wealth · Aegis Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Viveka R
Series 65
Bethesda, MD
Aegis Wealth
Viveka Ryn is a financial advisor at Aegis Wealth with a Series 65 designation and 24 years of industry experience. She has been with Aegis Wealth Management LLC since 2005 and previously worked at Ernst & Young Investment Advisers LLP for three years. Aegis Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor portfolios that include mutual funds, ETFs, equities, fixed income, real-estate funds, and non-U.S. securities.
Jean H
Series 65
Bethesda, MD
Aegis Wealth
Jean Hoff is a financial advisor at Aegis Wealth with 18 years of industry experience. She holds the Series 65 designation and has been with Aegis Wealth Management LLC since 2006. Aegis Wealth Management is a team advisory firm that manages approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax preparation services, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.
Michael T
CFP®
Bethesda, MD
Aegis Wealth
Michael Treanor is a CFP® professional with 10 years of industry experience, currently serving at Aegis Wealth since 2013. He is based in Bethesda, MD, and is part of a six-advisor team at Aegis Wealth Management LLC. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm provides portfolio management, financial planning, third-party adviser selection, and tax return preparation, employing a mix of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.
Andrea M
CFP®
Bethesda, MD
Aegis Wealth
Andrea Mc Clelland is a CFP® professional with three years of experience in financial advising. She has been with Aegis Wealth and Aegis Wealth Management since 2019 and 2022, respectively, and was self-employed for sixteen years prior. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, and tax preparation services, utilizing fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerances.
Eun K
CFP®, Series 65
Bethesda, MD
Aegis Wealth
Eun Kim is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Aegis Wealth Management LLC since 2005. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax return preparation, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerance.
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