Data / Investment advisers / Iowa / Aegis Wealth Management, Inc.
Aegis Wealth Management, Inc., Guthrie Center, IA: $216 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aegis Wealth Management, Inc. is an SEC registered investment adviser with its main office in Guthrie Center, Iowa and reports $216 million in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Aegis Wealth Management, Inc. (CRD number 301990): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 301990
- SEC file number
- 801-117179
- SEC status
- Approved, effective August 13, 2019
- Main office
- 317 State Street, Guthrie Center, IA 50115
- Phone
- (833) 483-8383
- Website
- stewartwealthadvisors.com
- Regulatory AUM
- $216,466,362 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $216,466,362
- Accounts
- 2,350
- Employees
- 27, of which 27 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 29
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,334 | $189.5 million |
| High net worth individuals | 16 | $27 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $216.5 million | March 19, 2026 |
| December 1, 2025 | $176 million | October 27, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cedar Point Capital Partners, LLC | Cedar Rapids | $248.1 million | Not listed | adviserinfo.sec.gov |
| Des Moines Investments, LLC | Des Moines | $246 million | Not listed | adviserinfo.sec.gov |
| Bradford Financial Center | Clarion | $229.7 million | Not listed | adviserinfo.sec.gov |
| LSB Wealth Management | Ankeny | $228.8 million | Not listed | adviserinfo.sec.gov |
| Weis Advisory | Clive | $225.6 million | Not listed | adviserinfo.sec.gov |
| Ao Wealth Advisory | Urbandale | $213.2 million | Not listed | adviserinfo.sec.gov |
| Midwestern Financial Group | Iowa City | $172.8 million | Not listed | adviserinfo.sec.gov |
| Cedar Valley Wealth Advisors | Cedar Falls | $172.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Aegis Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.