CRD: 330398
Double Eagle Wealth Management LLC
$108.6M Total AUM
$108.6M Disc. AUM
-- 3Y CAGR
2 Employees
90 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 06-18-2024
- Office Locations
- 1
Office Locations
5960 Berkshire Lane 6TH Floor Dallas TX
About Double Eagle Wealth Management LLC
Double Eagle Wealth Management LLC is a Texas-registered RIA delivering wealth management and integrated planning for entrepreneurs, executives managing stock options and deferred compensation, professional golfers (including PGA/LIV/LPGA and NIL athletes), and near/new retirees. Portfolios are primarily built with ETFs and public funds, supported by ongoing monitoring and plan optimization; Charles Schwab is a custodian.
Team overview
-- AVG AGE
$108.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Legacy Zenith bridge Glacier meridian Catalyst value Vital beacon Horizon North beacon Pioneer Beacon radial Matrix crest
Client Personas
Peak Bridge Quantum
Custodian
Catalyst Atlas Bridge Fusion foundation Peak
Investment Themes
Value summit Value Horizon Vital quantum
Investment Vehicles
Insight fusion Signal optima Meridian
Services
Quantum Prime unison Oak Pioneer Ember momentum Wave zenith Vital Meridian timber Atlas Beacon signal
Technology
Pathway crest
Owner & Executives
Ryan Christopher Ammon
Chief Compliance Officer, Owner
- CRD
- #6115991
- Ownership
- 75% or more
(488) 621-1383
signal.zenith@valuecapital.com
in linkedin.com/in/catalyst-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,579,555 | -- |
| Non-Discretionary | $0 | -- |
| Total | $108,579,555 | -- |
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Separately Managed Accounts
Total SMA Asset: $108,579,555
Equity - Exchange:
40.7% Private Funds:
38.1% Public Funds:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,276,672,631 | 40.7% |
| Private Funds | $1,195,116,148 | 38.1% |
| Public Funds | $664,999,012 | 21.2% |
| Total | $3,136,787,791 | 100.0% |