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- Custodian
- BNY Mellon · Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- EmberEmber pioneer
- Established Date
- 11-26-2019
- Office Locations
- 1
Office Locations
About Eagle Bluffs Wealth Management LLC
Eagle Bluffs Wealth Management is an independent, fiduciary RIA providing concierge-style wealth management and financial planning for a small roster of individuals, families, and corporations. The team builds goals-based portfolios that skew heavily to ETFs alongside mutual funds and municipal bonds, with custody and asset protection through Charles Schwab, delivered through close, high-touch relationships in person or virtually.
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Custodian
Investment Themes
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Owner & Executives
Nicholas James Thurwanger
Chief Investment Officer, FOUNDER, Managing Member
- CRD
- #7193899
- Ownership
- 75% or more
EDGERLY PERREAULT ROBERTS
Chief Compliance Officer, Portfolio Manager
- CRD
- #6229030
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JESSICA MARGUERITE HUMBLE
Wealth Advisor
- CRD
- #3074442
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,011,696 | $537,499 |
| Non-Discretionary | $181,337 | $60,446 |
| Total | $294,193,033 | $534,896 |
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Separately Managed Accounts
Total SMA Asset: $294,193,033
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,046,811,034 | 13.7% |
| Equity - Exchange | $2,987,613,973 | 39.1% |
| Municipal Bonds | $3,606,531,445 | 47.2% |
| Total | $7,640,956,452 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT VECTOR | FRONTIER MATRIX | HFZB20DL7 | NHR | 6.53% | $18,535,864 |
| VECTOR OAK OAK | UNISON EAGLE | 6G42ND84B | JSIJW | 12.16% | $81,447,549 |
| UNISON BEACON | ELEMENT PATHWAY | PL54D9JKH | RQBLD | 0.68% | $19,162,869 |
| CREST INSIGHT | DELTA CATALYST | G4IG2MMAT | KWZ | 5.67% | $45,967,824 |
| VITAL CAPITAL NORTH | HARBOR WAVE | L1HOS5II2 | WLU | 9.51% | $34,054,673 |
| EAGLE FUSION QUANTUM | RIDGE EMBER | AQ8NBXVLP | CIF | 2.91% | $112,420,057 |
| UNISON ELEMENT | QUANTUM VECTOR | FXA106VYG | XGJOZ | 11.69% | $29,579,180 |
| EAGLE ELEMENT CATALYST | ELEMENT FOUNDATION | Q5W1UA7F5 | BWGX | 2.41% | $52,344,690 |