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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: WEALTH MANAGEMENT LLC CRD Number: 148222Annual Amendment All Sections

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What is aegis wealth management inc?

Aegis Wealth Management Inc is a financial management firm that provides investment advice and services to clients.

Who is required to file aegis wealth management inc?

Aegis Wealth Management Inc is required to file by financial regulatory authorities and government agencies.

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Aegis Wealth Management Inc must be filled out with accurate and up-to-date financial information regarding the company's assets, liabilities, and investment activities.

What is the purpose of aegis wealth management inc?

The purpose of Aegis Wealth Management Inc is to provide financial planning and investment management services to individuals and businesses.

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Information such as financial statements, investment strategies, client data, and regulatory compliance details must be reported on Aegis Wealth Management Inc.

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