Investment adviser · CRD 222515
EVERSPIRE
Investment adviser filing (IA)
AEGIS WEALTH GROUP, LLC
MIDVALE, UT, United States · Form ADV filed Jul 22, 2026
- Regulatory AUM
- $248M Form ADV · Item 5.F
- Client accounts
- 1,932 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 752 | $145,045,983 | 58.6% |
| High-net-worth individuals | 51 | $100,091,667 | 40.4% |
| Charities | Fewer than 5 | $2,364,063 | 1.0% |
| Corporations & businesses | Fewer than 5 | $214,239 | 0.1% |
| Other clients | Fewer than 5 | $482 | 0.0% |
Filing source
Form ADV 2121217 · Jul 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 22, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
6900 SOUTH 900 EAST, SUITE 200MIDVALE, UT, 84047, United States
CRD 222515
Filing source
Form ADV 2121217 · Jul 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.