Eagle Bluffs Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and education planning. Financial planning was provided to 1–10 clients last fiscal year.
Eagle Bluffs Wealth Management reports 165 clients. They include 89 individual clients and 76 high-net-worth individuals. Of its assets, 99.9% ($294M across 547 accounts) are managed with discretion; $181K across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 12% |
| High-net-worth individuals | 46% | 83% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 89 | $36.7M | 12.5% | $412K |
| High-net-worth individuals | 76 | $245M | 83.2% | $3.22M |
| Pension and profit-sharing plans | Fewer than 5 | $2.43M | 0.8% | — |
| Charitable organizations | Fewer than 5 | $793K | 0.3% | — |
| Corporations and other businesses | Fewer than 5 | $9.56M | 3.2% | — |
| Total | 165 | $294M | 100% | — |
- Clients
- 89
- Regulatory AUM
- $36.7M
- AUM share
- 12.5%
- Avg. per client
- $412K
- Clients
- 76
- Regulatory AUM
- $245M
- AUM share
- 83.2%
- Avg. per client
- $3.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.43M
- AUM share
- 0.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $793K
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $9.56M
- AUM share
- 3.2%
- Avg. per client
- —
Total
- Clients
- 165
- Regulatory AUM
- $294M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Eagle Bluffs Wealth Management charges 0.30%–1.00% a year for its Wealth Management Services. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Retirement plan advisory fees are an annual asset-based fee of up to 1.00%, on the same breakpoints as wealth management, billed in arrears.
Nicholas Thurwanger owns 75% or more of Eagle Bluffs Wealth Management. The leadership team of Eagle Bluffs Wealth Management includes Chief Investment Officer Nicholas Thurwanger and Chief Compliance Officer Edgerly Roberts. It has 5 employees, 4 of them in advisory roles.
Leadership
- Edgerly RobertsChief Compliance Officer
- Nicholas ThurwangerManaging Member, Founder, Chief Investment Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Jessica Marguerite Humble
- Edgerly Perreault Roberts
- Nicholas James Thurwanger
Staff
- 5 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Eagle Bluffs Wealth Management LLC
Nicholas Thurwanger
Control person · since October 2019
Eagle Bluffs Wealth Management’s regulatory assets grew 2.9× from $103M (February 2021) to $294M (March 2026); clients rose from 86 to 165 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $294M | 165 | 5 | 1 |
| February 2025 | $231M | 150 | 5 | 1 |
| March 2024 | $203M | 144 | 5 | 1 |
| June 2023 | $174M | 122 | 5 | 1 |
| April 2022 | $153M | 118 | 5 | 1 |
| February 2021 | $103M | 86 | 4 | 1 |
Besides its headquarters, Eagle Bluffs Wealth Management has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 2201 Old 63 South, ColumbiaHQ
Contact and registration details
- Legal name
- Eagle Bluffs Wealth Management LLC
- Headquarters
- 2201 Old 63 South, Columbia, MO 65201
- Website
- eaglebluffs.com
- Phone
- 573-507-9084
- @eagle-bluffs-wealth-management
- SEC file
- 801-120565
- Founded
- 2019
- Structure
- Missouri LLC
- Fiscal year end
- December
Eagle Bluffs Wealth Management uses Charles Schwab ($294M) as custodian for its separately managed accounts. Eagle Bluffs Wealth Management has custody of $149M in client assets for 100 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $294M100%
At year end, Eagle Bluffs Wealth Management’s separately managed accounts were mostly in funds (56%) and stocks (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $299M across 86 positions; the largest are Blackrock Tax Municpal BD TR (12.9%), iShares Inc. (7.1%) and iShares TR (5.2%).
What the accounts hold
- Stocks41%
- Funds56%
- Bonds3%
Reported 13F holdings
- $299M
- Reported 13F value
- 86
- Positions
- 54.7%
- In the 10 largest
- +16.6%
- Value vs. prior quarter
- Blackrock Tax Municpal BD TR12.9%
- iShares Inc. · MSCI Emrg Chn7.1%
- iShares TR · Intl Sel Div ETF5.2%
- KLA Corp.5.1%
- Nuveen Taxable Municpal Inm5.0%
- Vertiv Holdings CO · Com CL A4.9%
- Marvell Technology Inc.4.5%
- Nvidia Corporation4.1%
- Nuveen Quality Muncp Income3.1%
- Nuveen Amt Free Qlty Mun Inc.2.9%
Together, the ten largest are 54.7% of reported value.
How many clients does Eagle Bluffs Wealth Management have?
Eagle Bluffs Wealth Management has 165 clients and manages $294 million for them, as of March 2026. They include 89 individual clients and 76 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Eagle Bluffs Wealth Management offer?
Eagle Bluffs Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and education planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Eagle Bluffs Wealth Management charge?
Eagle Bluffs Wealth Management charges 0.30%–1.00% a year for its Wealth Management Services. The fee is negotiable.
Source: EAGLE BLUFFS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT, filed 10 March 2026
Which custodians does Eagle Bluffs Wealth Management use?
Eagle Bluffs Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $294M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Eagle Bluffs Wealth Management have?
Eagle Bluffs Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Eagle Bluffs Wealth Management invest in?
At the end of its last fiscal year, Eagle Bluffs Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eagle Bluffs Wealth Management?
Eagle Bluffs Wealth Management’s direct owner is Nicholas Thurwanger (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Eagle Bluffs Wealth Management get paid?
Eagle Bluffs Wealth Management is paid through a percentage of assets under management. 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 Eagle Bluffs Wealth Management?
Eagle Bluffs Wealth Management’s main office is at 2201 Old 63 South, Columbia, MO 65201. Its phone number is 573-507-9084. Its website is eaglebluffs.com.