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Eagle Valley Wealth Management

Eagle Valley Wealth Management. CRD 335026

Eagle Valley Wealth Management logo

CRD: 335026

Eagle Valley Wealth Management

$551.7K Total AUM
$551.7K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
Available
Established Date
03-18-2025
Office Locations
1

Office Locations

-- Vilonia AR

About Eagle Valley Wealth Management

Eagle Valley Wealth Management is a Central Arkansas-based, fee-only RIA delivering virtual advice nationwide on a flat-fee basis (no commissions or product sales). Led by a CFA charterholder with institutional experience across hedge funds, private equity, and commercial real estate, the firm serves tax- and fee-conscious clients including retirees, business owners, military families, and young professionals.

Team overview

-- AVG AGE
$551.7K AVG AUM / ADVISOR
$137.9K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

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Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

M

Michael Tyler

Chief Compliance Officer, FOUNDER

CRD
#8042562
Ownership
75% or more
Available
Available
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $551,749 --
Non-Discretionary $0 --
Total $551,749 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Cash:
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Asset class Assets Assets %
Public Funds Available Available
Cash Available Available
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