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Aegis Wealth Management LLC

Status
ACTIVE
Global HQ
Bethesda, United States
Countries of investment
  • USA
Investment stages
  • Wealth Management
Industries
  • Fintech
  • Blockchain
  • 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 wealth professionals that thrive on helping clients untangle their financial challenges to achieve their wealth goals. Passionate about integrating financial parts into a Theyllmanaged whole.
Lead investor
Co Invest
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Manager's Experience

Top-tier fund specializing in growth-stage technology investments across North America and Europe. Managed over 15 deals, with notable exits including two successful IPOs. Emphasizes a contrarian investment style, targeting innovative companies with disruptive potential. Recognized for deep industry expertise and robust operational support for portfolio companies.

Aegis Wealth Management LLC Contacts Information

Primary contact

Secondary contact

Team

Paul Meloan

Jean Hoff

Viveka Ryn

Mike Treanor

Andrea McClelland

Martin Isaac

Rachel Kim

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