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Laura Beth Hutter

Investment adviser representative at Aegis Wealth Management, Inc.
16 yearsExperience
1 stateRegistered in
$216.5MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Aegis Wealth Management, Inc.Jul 2021 to now
  2. Osprey Retirement SolutionsJan 2015 to now
  3. Palm City Physical Therapy, Inc.Oct 2010 to Mar 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (FL).

Aegis Wealth Management, Inc.

$216.5MAssets managed
2,350Clients
23Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7415672
Firm CRD
301990
Advisor's SEC record (opens in a new tab)
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