Double Eagle Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Double Eagle Wealth Management reports 89 clients. They include 62 high-net-worth individuals, 20 individual clients, and 4 pension and profit-sharing plans. Of its assets, 100.0% ($109M across 359 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 10% |
| High-net-worth individuals | 70% | 68% |
| Pension and profit-sharing plans | 4% | 20% |
| Corporations and other businesses | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 20 | $11.3M | 10.4% | $567K |
| High-net-worth individuals | 62 | $74.2M | 68.3% | $1.2M |
| Pension and profit-sharing plans | 4 | $21.2M | 19.5% | $5.3M |
| Corporations and other businesses | 3 | $1.86M | 1.7% | $620K |
| Total | 89 | $109M | 100% | $1.22M |
- Clients
- 20
- Regulatory AUM
- $11.3M
- AUM share
- 10.4%
- Avg. per client
- $567K
- Clients
- 62
- Regulatory AUM
- $74.2M
- AUM share
- 68.3%
- Avg. per client
- $1.2M
- Clients
- 4
- Regulatory AUM
- $21.2M
- AUM share
- 19.5%
- Avg. per client
- $5.3M
- Clients
- 3
- Regulatory AUM
- $1.86M
- AUM share
- 1.7%
- Avg. per client
- $620K
Total
- Clients
- 89
- Regulatory AUM
- $109M
- AUM share
- 100%
- Avg. per client
- $1.22M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Double Eagle Wealth Management charges 0.25%–1.25% a year for its Asset Management. The fee is billed in arrears, is negotiable, has a $5,000 annual minimum and requires an account of at least $500,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- One-time project fee of $5,000 to $25,000, or an ongoing fee of $500 to $2,500 a month.
- Other asset fees
- 529 plans and donor advised funds at 0.35%; cash management at 0.20%.
- Retirement plan consulting
- Negotiated before signing; benefit plan assets at 0.35% up to $5 million and 0.25% above, or a negotiable flat rate.
Ryan Ammon owns 75% or more of Double Eagle Wealth Management. It has 2 employees, 1 of them in advisory roles.
Leadership
- Ryan AmmonOwner and CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Double Eagle Wealth Management LLC
Ryan Ammon
Control person · since June 2024
Besides its headquarters, Double Eagle Wealth Management has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 5960 Berkshire Lane, 6th Floor, DallasHQ
Contact and registration details
- Legal name
- Double Eagle Wealth Management LLC
- Headquarters
- 5960 Berkshire Lane, 6th Floor, Dallas, TX 75225
- Website
- doubleeaglewealth.com
- Phone
- 214-814-4978
- SEC file
- 801-136470
- Structure
- Texas LLC
- Fiscal year end
- December
Double Eagle Wealth Management uses Charles Schwab ($87.4M, 82%) and Transamerica Financial Advisors ($19.4M, 18%) as custodians for its separately managed accounts. Double Eagle Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $87.4M82%
- Transamerica Financial AdvisorsTransamerica Financial Advisors, LLC · Philadelphia, PA · $19.4M18%
At year end, Double Eagle Wealth Management’s separately managed accounts were mostly in stocks (62%) and funds (38%).
What the accounts hold
- Stocks62%
- Funds38%
- Pooled vehicles35%
- Registered funds3%
How many clients does Double Eagle Wealth Management have?
Double Eagle Wealth Management has 89 clients and manages $109 million for them, as of July 2026. They include 62 high-net-worth individuals, 20 individual clients, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Double Eagle Wealth Management offer?
Double Eagle Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Double Eagle Wealth Management charge?
Double Eagle Wealth Management charges 0.25%–1.25% a year for its Asset Management. The fee is billed in arrears, is negotiable, has a $5,000 annual minimum and requires an account of at least $500,000.
Source: DOUBLE EAGLE WEALTH MANAGEMENT ADV PART 2A, filed 9 July 2026
Which custodians does Double Eagle Wealth Management use?
Double Eagle Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $87.4M and Transamerica Financial Advisors, LLC (Philadelphia, PA), with $19.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does Double Eagle Wealth Management have?
Double Eagle Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Double Eagle Wealth Management invest in?
At the end of its last fiscal year, Double Eagle Wealth Management’s separately managed accounts held 62% exchange-traded equities, 35% pooled vehicles (private funds and similar) and 3% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Double Eagle Wealth Management have a minimum investment?
Yes, Double Eagle Wealth Management’s minimum account size for its Asset Management is $500K. It charges a $5K annual minimum fee.
Source: DOUBLE EAGLE WEALTH MANAGEMENT ADV PART 2A, filed 9 July 2026
Who owns Double Eagle Wealth Management?
Double Eagle Wealth Management’s direct owner is Ryan Ammon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Double Eagle Wealth Management get paid?
Double Eagle Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Double Eagle Wealth Management?
Double Eagle Wealth Management’s main office is at 5960 Berkshire Lane, 6th Floor, Dallas, TX 75225. Its phone number is 214-814-4978. Its website is doubleeaglewealth.com.