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Eagle Wealth Management Group Inc.

Eagle Wealth Management Group Inc.. CRD 327052

E

CRD: 327052

Eagle Wealth Management Group Inc.

Valencia, CA, 91355
6612579800
eaglewealthinc.com
$417.5M Total AUM
$417.5M Disc. AUM
-- 3Y CAGR
8 Employees
480 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
EagleUnison glacier +more
Established Date
03-01-2023
Office Locations
3

Office Locations

10815 Sikes Place Suite #320 Charlotte NC
28212 Kelly Johnson Parkway Suite 175 Valencia CA
301 S. Mcdowell St. Suite 604 Charlotte NC

About Eagle Wealth Management Group Inc.

Eagle Wealth Management Group serves Valencia, CA and beyond with holistic wealth management centered on building custom retirement plans as the foundation of a strategic investment portfolio. It also helps public, private, and nonprofit employers design and manage cost-effective workplace retirement plans. The firm brings four decades of retirement planning experience and implements portfolios using vehicles such as ETFs and mutual funds.

Team overview

52 AVG AGE
$83.5M AVG AUM / ADVISOR
$869.8K AVG AUM / CLIENT
2.7 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
3yrs Firm Age

Insights

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Accredited Investors

Momentum matrix

Asset Classes

Glacier horizon Vital timber Bridge

Client Personas

Meridian Unison capital

CRM

Radial prime Zenith unison

Custodian

Harbor timber Harbor harbor Element wave Legacy frontier Capital timber Meridian eagle

Investment Themes

Legacy Insight legacy Eagle meridian Value

Investment Vehicles

Beacon signal Ember Ridge legacy Focus

Platform

Delta

Services

Pioneer quantum Vector capital Atlas Element quantum Frontier Element alpha Foundation north Prime Pathway

Technology

Signal focus Meridian element Unison quantum Bridge ridge Fusion

Owner & Executives

JOANN KAY EAGLE

JOANN KAY EAGLE

Chief Compliance Officer, Registered Representative

CRD
--
Ownership
Less than 5%
(666) 915-5131
quantum.alpha@frontiercapital.com
in linkedin.com/in/harbor-north

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Contacts

JARED PAUL AUDETTE

JARED PAUL AUDETTE

--

CRD
#5834052
(403) 242-7363
optima.north@embercapital.com
in linkedin.com/in/pathway-alpha
DOUGLAS RAY EAGLE

DOUGLAS RAY EAGLE

--

CRD
#4157461
(560) 755-1952
optima.summit@bridgecapital.com
in linkedin.com/in/vital-momentum
B

Beacon capital

Summit zenith

CRD
#57434
(374) 758-6050
atlas.prime@primecapital.com
in linkedin.com/in/glacier-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-15-2023
08-07-2024
07-30-2025
04-22-2026
Category Assets AVG. Account size
Discretionary $417,512,088 $864,414
Non-Discretionary $0 --
Total $417,512,088 $864,414

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Separately Managed Accounts

Total SMA Asset: $417,512,088

$417.5M Total SMA
Public Funds:
23.7%
Equity - Exchange:
11.4%
Cash:
9.1%
U.S. Government/Agency:
25.3%
Equity - OTC:
7.1%
Municipal Bonds:
17.1%
Other:
6.3%
Asset class Assets Assets %
Public Funds $1,290,029,345 23.7%
Equity - Exchange $620,520,444 11.4%
Cash $495,327,723 9.1%
U.S. Government/Agency $1,377,119,933 25.3%
Equity - OTC $386,464,487 7.1%
Municipal Bonds $930,780,666 17.1%
Other $342,919,194 6.3%
Total $5,443,161,792 100.0%

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