# Aegis Wealth Management

> Aegis Wealth Management (iPhone/iPad app by GeoWealth Management, LLC.)

- Source: https://appshunter.io/ios/app/aegis-wealth-management/id1481978486 (this page in markdown: same URL + `.md`)
- Developer: [GeoWealth Management, LLC](https://appshunter.io/developer/1230133284)
- Category: Business, Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 22 MB
- Languages: English
- Released: 2019-10-05
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/aegis-wealth-management/id1481978486/reviews.md

## What is Aegis Wealth Management?

Aegis Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Aegis's wealth advisory services.

For clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for Aegis Wealth Management and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

This application is free to download.


## Version history (last 3 releases)

### 3.4.0 — 2024-08-21

Reliability improvements

### 3.3.1 — 2020-09-29

Multi Factor Authentication (MFA) and UI improvements

### 2.0.9 — 2019-10-05

No release notes.

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## More apps by GeoWealth Management, LLC

- [ABC Wealth](https://appshunter.io/ios/app/abc-wealth/id1248990253)
- [Wise Wealth](https://appshunter.io/ios/app/wise-wealth/id1272917693)
- [ProCore Advisors](https://appshunter.io/ios/app/procore-advisors/id1292403653)
- [Capital Formation Strategies](https://appshunter.io/ios/app/capital-formation-strategies/id1343495239)
- [Procapita Partners](https://appshunter.io/ios/app/procapita-partners/id1462191385)
- [Procapita Partners Prospect](https://appshunter.io/ios/app/procapita-partners-prospect/id1477625482)

All apps by GeoWealth Management, LLC: https://appshunter.io/developer/1230133284

## Related topics

[aegis wealth management](https://appshunter.io/ios/topics/aegis-wealth-management)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-19.*