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  5. AEGIS WEALTH MANAGEMENT, LLC

AEGIS WEALTH MANAGEMENT, LLC

Company Details

Entity Name: AEGIS WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 06 Nov 2014 (10 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 15 Nov 2016 (8 years ago)
Document Number: L14000173335
FEI/EIN Number 47-2103292
Address: 698 N Maitland Avenue, Maitland, FL, 32751, US
Mail Address: 698 N Maitland Avenue, Maitland, FL, 32751, US
ZIP code: 32751
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AEGIS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 472103292 2024-07-17 AEGIS WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 4078313660
Plan sponsor’s address 698 N MAITLAND AVE, SUITE 102, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2024-07-17
Name of individual signing MATTHEW MCMAHAN
Valid signature Filed with authorized/valid electronic signature
AEGIS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 472103292 2023-07-11 AEGIS WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 4078313660
Plan sponsor’s address 698 N MAITLAND AVE, SUITE 102, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing MATTHEW MCMAHAN
Valid signature Filed with authorized/valid electronic signature
AEGIS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 472103292 2022-07-27 AEGIS WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 4078313660
Plan sponsor’s address 698 N MAITLAND AVE, STE 102, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2022-07-27
Name of individual signing MATTHEW MCMAHAN
Valid signature Filed with authorized/valid electronic signature
AEGIS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 472103292 2021-07-20 AEGIS WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 4076172747
Plan sponsor’s address 698 N MAITLAND AVE, SUITE 102, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing SEAN CASTERLINE
Valid signature Filed with authorized/valid electronic signature
AEGIS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 472103292 2020-07-21 AEGIS WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 4076172747
Plan sponsor’s address 698 N MAITLAND AVE, SUITE 102, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2020-07-21
Name of individual signing SEAN CASTERLINE
Valid signature Filed with authorized/valid electronic signature
AEGIS WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2018 472103292 2019-07-29 AEGIS WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 4076172747
Plan sponsor’s address 698 N MAITLAND AVE, SUITE 102, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2019-07-29
Name of individual signing SEAN CASTERLINE
Valid signature Filed with authorized/valid electronic signature
AEGIS WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2017 472103292 2018-06-28 AEGIS WEALTH MANAGEMENT LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 4076172747
Plan sponsor’s address 698 N MAITLAND AVE, SUITE #102, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2018-06-28
Name of individual signing SEAN CASTERLINE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
McMahan Matthew Agent 698 N Maitland Avenue, Maitland, FL, 32751

Manager

Name Role
AEGIS WEALTH ADVISORS, LLC Manager

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-01-04 698 N Maitland Avenue, Suite 102, Maitland, FL 32751 No data
CHANGE OF MAILING ADDRESS 2022-01-04 698 N Maitland Avenue, Suite 102, Maitland, FL 32751 No data
REGISTERED AGENT NAME CHANGED 2022-01-04 McMahan, Matthew No data
REGISTERED AGENT ADDRESS CHANGED 2022-01-04 698 N Maitland Avenue, Suite 102, Maitland, FL 32751 No data
REINSTATEMENT 2016-11-15 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2016-09-23 No data No data

Documents

Name Date
ANNUAL REPORT 2024-01-18
ANNUAL REPORT 2023-01-19
ANNUAL REPORT 2022-01-04
AMENDED ANNUAL REPORT 2021-06-15
ANNUAL REPORT 2021-02-05
ANNUAL REPORT 2020-04-13
ANNUAL REPORT 2019-02-22
ANNUAL REPORT 2018-02-05
ANNUAL REPORT 2017-01-09
REINSTATEMENT 2016-11-15

Related by officers

McMahan Matthew

ROCHESTER INVENTORY INC AEGIS WEALTH ADVISORS, LLC MCHAEUSZER, INC.

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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