Eagle Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, business succession planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Eagle Wealth Management Group reports 480 clients. They include 323 individual clients, 129 high-net-worth individuals, and 20 pension and profit-sharing plans. Of its assets, 100.0% ($418M across 483 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 23% |
| High-net-worth individuals | 27% | 60% |
| Pension and profit-sharing plans | 4% | 3% |
| Charitable organizations | 2% | 11% |
| State or municipal government entities | 0% | 2% |
| Other client typesCorporations and other businesses | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 323 | $98.1M | 23.5% | $304K |
| High-net-worth individuals | 129 | $251M | 60.1% | $1.95M |
| Pension and profit-sharing plans | 20 | $14M | 3.3% | $698K |
| Charitable organizations | 8 | $44.1M | 10.6% | $5.51M |
| State or municipal government entities | Fewer than 5 | $9.21M | 2.2% | — |
| Corporations and other businesses | Fewer than 5 | $1.18M | 0.3% | — |
| Total | 480 | $418M | 100% | — |
- Clients
- 323
- Regulatory AUM
- $98.1M
- AUM share
- 23.5%
- Avg. per client
- $304K
- Clients
- 129
- Regulatory AUM
- $251M
- AUM share
- 60.1%
- Avg. per client
- $1.95M
- Clients
- 20
- Regulatory AUM
- $14M
- AUM share
- 3.3%
- Avg. per client
- $698K
- Clients
- 8
- Regulatory AUM
- $44.1M
- AUM share
- 10.6%
- Avg. per client
- $5.51M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.21M
- AUM share
- 2.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.18M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 480
- Regulatory AUM
- $418M
- 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
- 0
Eagle Wealth Management Group charges 1.25%–2.00% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $25,000. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Annual financial planning service
- The annual financial planning service is a flat fee generally from $2,500 to $20,000 a year, payable quarterly in advance.
- Hourly financial planning
- Hourly financial planning consultation is billed at $100 to $750 per hour, with an estimate of total hours given at the start.
- Retirement plan advisory
- Retirement plan advisory is a flat fee set at 1.0% for tactical equities, 50 bps for models, or 75 bps for a blend of the two.
- Written financial plan
- A written financial plan generally costs $1,000 to $25,000, payable half in advance and the balance on completion.
The Eagle Family Trust owns 75% or more of Eagle Wealth Management Group and is in turn owned by Douglas Eagle (50–75%) and Joann Eagle (50–75%). The leadership team of Eagle Wealth Management Group includes Chief Compliance Officer Joann Eagle. It has 8 employees, 5 of them in advisory roles.
Leadership
- Joann EagleChief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 broker-dealer reps
- 5 insurance agents
- 2 soliciting firms
- Owns 75% or more of Eagle Wealth Management Group Inc.
The Eagle Family Trust
Control person · since June 2025
- Owns 50% to 75% of The Eagle Family Trust
Douglas Eagle
Control person · since June 2025
- Owns 50% to 75% of The Eagle Family Trust
Joann Eagle
Control person · since June 2025
Eagle Wealth Management Group’s regulatory assets grew Infinity× from $0 (July 2023) to $418M (April 2026); employees rose from 3 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $418M | 480 | 8 | 3 |
| July 2025 | $364M | 453 | 12 | 4 |
| July 2024 | $311M | 428 | 12 | 4 |
| July 2023 | $0 | 0 | 3 | 2 |
Besides its headquarters, Eagle Wealth Management Group has 2 offices, with 3 listed addresses in California and North Carolina.
North Carolina · 2 listed addresses
- 1930 Abbott St, Charlotte
- 10815 Sikes Place, Charlotte
California · 1 listed address
- 28212 Kelly Johnson Parkway, Suite 175, ValenciaHQ
Other business names
Eagle Wealth Management Group has reported 1 other business name to the SEC.
- Eagle Retirement Plans
Contact and registration details
- Legal name
- Eagle Wealth Management Group Inc.
- Headquarters
- 28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355
- Website
- eaglewealthinc.com
- Phone
- 661-257-9800
- SEC file
- 801-128270
- Founded
- 2023
- Structure
- California corporation
- Fiscal year end
- December
Eagle Wealth Management Group uses Charles Schwab ($368M) as custodian for its separately managed accounts. Eagle Wealth Management Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $368M100%
At year end, Eagle Wealth Management Group’s separately managed accounts were mostly in funds (60%) and stocks (18%).
What the accounts hold
- Stocks18%
- Exchange-traded equities13%
- Non-exchange-traded equities5%
- Funds60%
- Bonds8%
- U.S. government and agency bonds6%
- State and local bonds2%
- Cash12%
- Other1%
- Fee based annuities1%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Eagle Wealth Management Group have?
Eagle Wealth Management Group has 480 clients and manages $418 million for them, as of April 2026. They include 323 individual clients, 129 high-net-worth individuals, and 20 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026
What services does Eagle Wealth Management Group offer?
Eagle Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, business succession planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax 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 Wealth Management Group charge?
Eagle Wealth Management Group charges 1.25%–2.00% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $25,000.
Source: FORM ADV PART 2A - EAGLE WEALTH, filed 22 April 2026
Which custodians does Eagle Wealth Management Group use?
Eagle Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $368M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026
How many financial advisors does Eagle Wealth Management Group have?
Eagle Wealth Management Group has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 5 employees are 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 Wealth Management Group invest in?
At the end of its last fiscal year, Eagle Wealth Management Group’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 12% cash and equivalents, 6% U.S. government and agency bonds, 5% non-exchange-traded equities, 2% state and local bonds and 1% other. The 1% other category is described as: Fee Based Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Eagle Wealth Management Group have a minimum investment?
Yes, Eagle Wealth Management Group’s minimum account size for its Asset Management is $25K.
Source: FORM ADV PART 2A - EAGLE WEALTH, filed 22 April 2026
Who owns Eagle Wealth Management Group?
Eagle Wealth Management Group is owned through a trust by Douglas and Joann Eagle. Its direct owner is the Eagle Family Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026
How does Eagle Wealth Management Group get paid?
Eagle Wealth Management Group 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 Wealth Management Group?
Eagle Wealth Management Group’s main office is at 28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355. Its phone number is 661-257-9800. Its website is eaglewealthinc.com.