Aegis Wealth Management is a asset manager based in Bethesda, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
We are a wealth management firm for individuals and institutions alike. Our focus is not on selling stock or insurance, but on truly managing your wealth. To us, trust is the most important part of the relationship. And as a fee-only firm, our compensation is not tied to sales.\ \ \
Investment types: Investment Funds, Joint Venture/Partner, Long/Short Equity, Philanthropy
Sectors & themes: Charitable Investments, Concierge Services, Conservative Allocation, Hedge Funds, Impact Investing, Investment Management, Legal & Tax Services, Options Trading, Property Leasing & Management, Real Estate Services & Management, Travel Accommodations & Tourism, Wealth & Estate Planning, Alternative Investments, Finance, Financial Services, High-Level Sectors, Non-Profit, Real Estate, Real Estate Services & Management & Management, Tourism & Hospitality, Traditional Investments (Liquid Assets), Values-Based Investing
Preferred geographies: United States
Location: Two Democracy Center\\n6903 Rockledge Drive, Suite 940\\nBethesda\\nMaryland\\n20817\\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.