Aegis Wealth Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

301990

SEC number

801-117179

Firm type

RIA

Assets under management

$216.5M as of Jun 10, 2026

Website

www.oakwayfinancial.com ↗

Phone

(833) 483-8383

Address

317 State Street, Guthrie Center, IA, 50115

Advisors at this firm

26 in our index · page 1 of 1

• Michael John BlanchardCRD 1246309 · Laconia, NH
  IA Registered
  Disclosure event(s) on record
• James Joseph BowersCRD 4719188 · Flagstaff, AZ
  IA Registered
• Sean Michael BurkeCRD 6312937 · Boynton Beach, FL
  IA RegisteredRegistration inactive
• Quinn BervenCRD 8131047 · Tampa, FL
  IA Registered
• Lisa CassidyCRD 7198625 · Lakewood, CO
  IA Registered
• Jonathan Nathaniel DurrCRD 6590932 · Beaumont,, TX
  IA Registered
• Randy Steven FarishCRD 1211960 · Toquerville, UT
  IA RegisteredRegistration inactive
• Sean David FarroCRD 7592323 · Ocala, FL
  IA Registered
• Jimmy FishCRD 6374704 · Hermosa Beach, CA
  IA RegisteredRegistration inactive
• Kevin Lee HockerCRD 6299270 · Lakewood, CO
  IA Registered
• Laura Beth HutterCRD 7415672 · Palm City, FL
  IA Registered
• Brendon Lane JohansenCRD 7981648 · St. George, UT
  IA Registered
• Chad Matthew KopserCRD 3190096 · Golden, CO
  IA Registered
• Brian Michael LipsettCRD 7435766 · Guthrie Center, IA
  IA Registered
• Rusty Lee MillerCRD 2462705 · Troy, OH
  IA Registered
• Alec Edmond MuehlemeyerCRD 7789429 · Fort Collins, CO
  IA RegisteredRegistration inactive
• Griffin Joseph MalatinoCRD 7608888 · Denver, CO
  IA Registered
• Joseph Todd OllilaCRD 8175479 · Gresham, OR
  IA Registered
• Hunter Shelton PistoleCRD 7496102 · Ozark, MO
  IA Registered
• David William StanleyCRD 7286526 · Grandville, MI
  IA Registered
• Michael W TrumanCRD 4512911 · Springfield, MO
  IA Registered
• James Joseph Ross WheelerCRD 7725578 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Christopher Michael WilkinsonCRD 4925786 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Stephanie Danielle WaskeyCRD 8218444 · Bel Air, MD
  IA Registered
• Mason William YerianCRD 8249651 · Lancaster, OH
  IA Registered
• Hilary ZaragozaCRD 7522057 · Palm Harbor, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.