Carl Muehlemeyer is a control person of Aegis Wealth Management and directly owns between 25% and 50% of it.
Aegis Wealth Management is an investment adviser based in Guthrie Center, IA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $216 million, as filed on 11 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2997352
- Firm
- Aegis Wealth Management · CRD 301990
- Role
- Partner
- In role since
- September 2017 · 9 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Guthrie Center, IA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Carl Muehlemeyer work?
Carl Muehlemeyer has been Partner of Aegis Wealth Management, Inc. since September 2017, and is a control person of the firm.
How can I verify Carl Muehlemeyer’s record?
Carl Muehlemeyer’s role is listed on Aegis Wealth Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 301990.
