This Business Is Not BBB Accredited

Aegis Wealth Advisors, LLC

Aegis Wealth Advisors, LLC

(262) 369-5200

Aegis Wealth Advisors, LLC

11 years in business
1208 State Road 83
Hartland, WI 53029
Fax Numbers
  • (262) 922-4208
BBB File Opened: 09/21/2006
Business Started: 08/03/2005
Business Started Locally: 08/03/2005
Type of Entity
Limited Liability Company
Business Management
  • Mr. Timothy Stasinoulias, Founder/Managing Partner
  • Mr. Alexander Dinamarca, Director of Client Services/Wealth Advisor
Business Category
  • Investment Advisory Service
  • Insurance Services
  • Financial Services
  • NAICS: Investment Advice
  • Estate Planning & Management

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 



This company states it offers investment advisory services and comprehensive wealth management.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Aegis Wealth Advisors, LLC


Aegis Wealth Advisors, LLC

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