$13.1M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2019
- Office Locations
- 1
Office Locations
-- Mckinney TX
About Eagle Wealth Management, Inc.
Eagle Wealth Management, Inc. is a McKinney, TX RIA providing retirement and investment planning, wealth management, and income distribution, with ongoing portfolio monitoring and coordination with clients' CPAs and estate attorneys. Client work commonly includes business owners and entrepreneurs. Portfolios are primarily ETF-based, complemented by cash and investment-grade bonds.
Team overview
49 AVG AGE
$13.1M AVG AUM / ADVISOR
$688.8K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Element capital Atlas Vector glacier
Client Personas
North
Investment Vehicles
Frontier
Services
Glacier Catalyst Horizon delta Zenith Wave Peak
Owner & Executives
EDISON NOBOA
Chief Compliance Officer, President
- CRD
- #2261143
- Ownership
- 75% or more
(891) 852-7440
bridge.matrix@fusioncapital.com
in linkedin.com/in/oak-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,086,824 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,086,824 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,086,824
Equity - Exchange:
40.7% Cash:
31.3% Corporate - Investment Grade:
28.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,495,832,477 | 40.7% |
| Cash | $1,919,399,424 | 31.3% |
| Corporate - Investment Grade | $1,717,034,628 | 28.0% |
| Total | $6,132,266,529 | 100.0% |