Alec Edmond Muehlemeyer
Investment adviser representative at Aegis Wealth Management, Inc.
10 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
10 years in the industry.
- Aegis Wealth Management, Inc.Mar 2026 to now
- Olive Tree Wealth ManagementJul 2024 to now
- Guardian Life Insurance CompanyJul 2023 to now
- Integrity Alliance, LLCJul 2024 to Mar 2026
- Park Avenue SecuritiesAug 2023 to Jul 2024
- Wealth Strategies Group, LLCApr 2023 to Jun 2024
- Aegis FinancialMay 2018 to Apr 2023
- High SchoolMar 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7789429
- Firm CRD
- 301990