{"url":"https://nivawealth.com/firms/double-eagle-wealth-management-330398","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330398","regulatoryAum":108579555,"crd":"330398","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6115991","suffix":null,"lastName":"Ammon","firstName":"Ryan","middleName":"Christopher"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136470","legalName":"Double Eagle Wealth Management LLC","displayName":"Double Eagle Wealth Management","slug":"double-eagle-wealth-management-330398","website":"https://doubleeaglewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5960 Berkshire Lane, 6th Floor","city":"Dallas","state":"TX","stateName":"Texas","country":"United States","postalCode":"75225"},"tradeNames":[],"registration":{"secApproved":"12 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1042964.4634146341,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":108579555,"discretionary":108579555,"discretionaryAccounts":359,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":20,"regulatoryAum":11344500},{"label":"High-net-worth individuals","clients":62,"regulatoryAum":74178586},{"label":"Pension and profit-sharing plans","clients":4,"regulatoryAum":21197069},{"label":"Corporations and other businesses","clients":3,"regulatoryAum":1859400}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051195","versionId":1051195,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-07-09","documentName":"DOUBLE EAGLE WEALTH MANAGEMENT ADV PART 2A","fee_rate_low":0.25,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":"annual","fee_minimum_annual":5000},{"role":"other","program":"Financial planning and consulting","summary":"One-time project fee of $5,000 to $25,000, or an ongoing fee of $500 to $2,500 a month.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051195","versionId":1051195,"submittedOn":"2026-07-09","documentName":"DOUBLE EAGLE WEALTH MANAGEMENT ADV PART 2A"},{"role":"other","program":"Other asset fees","summary":"529 plans and donor advised funds at 0.35%; cash management at 0.20%.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051195","versionId":1051195,"submittedOn":"2026-07-09","documentName":"DOUBLE EAGLE WEALTH MANAGEMENT ADV PART 2A"},{"role":"other","program":"Retirement plan consulting","summary":"Negotiated before signing; benefit plan assets at 0.35% up to $5 million and 0.25% above, or a negotiable flat rate.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051195","versionId":1051195,"submittedOn":"2026-07-09","documentName":"DOUBLE EAGLE WEALTH MANAGEMENT ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:42:41.213991+00:00","documents":[{"name":"DOUBLE EAGLE WEALTH MANAGEMENT ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051195","versionId":1051195,"submittedOn":"2026-07-09"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":87369673},{"name":"Transamerica Financial Advisors, LLC","shortName":"Transamerica Financial Advisors","location":"Philadelphia, PA","smaAssets":19445981}],"custodyNote":"Double Eagle Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ryan Ammon","title":"Owner and CCO","crd":"6115991"}],"ownership":[{"label":"Ryan Ammon","detail":"Owner and cco in the 75% or more ownership band and a control person, since June 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"5960 Berkshire Lane, 6th Floor","city":"Dallas","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"214-814-4978","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":62},{"label":"Securities issued by registered investment companies or business development companies","percent":3},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":35}],"privateFunds":0},"sources":{"adv1FilingDate":"9 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330398/PDF/330398.pdf","brochureDate":"9 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051195","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Double Eagle Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Double Eagle Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Double Eagle Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Double Eagle Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Double Eagle Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Double Eagle Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Double Eagle Wealth Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Double Eagle Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Double Eagle Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Double Eagle Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}