Managing Partner · Aegis Wealth Management, Inc.
Darin W. Lucas
CRD 2770281 · Named on Form ADV at one SEC-registered adviser
At a glance
Aegis Wealth Management, Inc., an SEC-registered wealth manager based in Guthrie Center, IA with $216 million in regulatory assets, lists Darin W. Lucas on its Form ADV as Managing Partner, a control person.
Firms and roles
- Aegis Wealth Management, Inc.Managing PartnerWealth manager · Guthrie Center, IA · $216M in regulatory assets
AtlasMembers
Darin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Carl S. MuehlemeyerPartner, Aegis Wealth Management, Inc.
- Rickey L. RumelhartPartner/chief Compliance Officer, Aegis Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Darin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.