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Aegis Wealth Management LLC

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Status
ACTIVE
Global HQ
Bethesda, United States
Countries of investment
  • USA
Investment stages
  • Wealth Management
Industries
  • Fintech
  • Blockchain
  • Cryptocurrency
  • AI
  • Data science
About
Aegis Wealth is a fiduciary boutique firm delivering holistic wealth management for business owners, professionals, and families. Their multi-disciplinary team designs long-term financial plans and portfolio strategies tailored to each client.
Min check size
$50K
Max check size
$2M
Fund size
NPS

Investment Thesis

They are an experienced and caring team of Theyalth professionals that thrive on helping clients untangle their financial challenges to achieve their Theyalth goals. Passionate about integrating financial parts into a Theyllmanaged whole.
Lead investor
Co Invest
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Aegis Wealth Management LLC Contacts Information

Primary contact

Secondary contact

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