SourcingSourcing

AEGIS WEALTH GROUP, LLC

C30
CRD 222515·SEC 801-116983·MIDVALE, UT
AUM
$247.7M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$743K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AEGIS WEALTH GROUP, LLC
CRD
222515
SEC file #
801-116983
EIN
826624625
DBA names
Everspire

Economics

AUM
$247.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$163.0M → $247.7M▲ +52%
Client mix
Individuals Other752
Individuals High Net Worth51

Operations

Employees (total)
20
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
6 advisors → 15 advisors▲ +150%
Primary office
MIDVALE UT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
synchronywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
E6 HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
E6 HOLDINGS, LLC
Akbar, Monica, Rosalind
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SYNCHRONYWEALTH.COM
Rdap Domain Creation Date
2020-07-27T19:44:07Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001722121
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2017-11-09
Edgar Last Filing Date
2018-07-30
Edgar Form D Count
16
Edgar Form D Offerings
2018-07-302018-07-30 · 0001722121-18-000014
2018-06-282018-06-28 · 0001722121-18-000012

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
16
Bc Firm Active IA Count
21
Bc Firm IAR Count
21
Custodian Candidates
Full
Fidelity4
Altruist4
E*trade4
Edgar Addresses
Mailing
C/- NEXPOINT REAL ESTATE ADVISORS IV, LP300 CRESCENT COURT, SUITE 700DALLAS, TX 75201
Business
C/- NEXPOINT REAL ESTATE ADVISORS IV, LP300 CRESCENT COURT, SUITE 700DALLAS, TX 75201
Edgar EIN
826624625
Edgar Recent Filings
D/A2018-07-30 · 0001722121-18-000014
D/A2018-06-28 · 0001722121-18-000012
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-07-27T19:44:07Z
Rdap Domain Last Changed
2025-07-28T11:44:03Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (22)

22
JONES, JOSHUA, PAUL EDWARD DALE
IAR · Executive Officer · 2.5%
5139521
JONES, ROY, RUSSELL
IAR · Executive Officer · 2.5%
3166097
Lindquist, Jason, Howard
IAR · Executive Officer · 2.5%
5728205
Monica Rosalind Akbar
Executive Officer · 2.5%
6262432
Ryan Tucker
IAR
6138767
Steven Leon Wikstrom
IAR
7457373
Adam Russell Lazaro
IAR
7269517
Adam Robert Cook
IAR
6781184
KEVIN R PETT
IAR
7443890
Nathan Brant Rockwell
IAR
7471905
MICHAEL LORYN ROSS
IAR
6283398
BENJAMIN LYNN CANNON
IAR
5776568
Devin Paul Frampton
IAR
6745562
Jesse Duane Burt
IAR
6750279
JEREMIAH WAYNE HUGHES
IAR
5968087
EVAN S GREEN
IAR
6632515
Gerilyn Beck Merrill
IAR
6723706
Andrew Michael Gregor
IAR
6888760
Nicholas Lee Elrod
IAR
7370834
ALAN BRADLEY FAERBER
IAR
5288132
CHRISTOPHER BRIAN PELLEY
IAR
1008077
Thomas Melburn
IAR
6645499