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EAGLE WEALTH MANAGEMENT GROUP INC.
CRD 327052 · SEC 801-128270
28212 KELLY JOHNSON PARKWAY, SUITE 175, VALENCIA, CA, 91355, United States
Phone
661-257-9800
Fax
661-257-9805
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$417.5M
Discretionary AUM
$417.5M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 323 | $98.1M |
| High net worth individuals | 129 | $251.0M |
| Pension/profit sharing plans | 20 | $14.0M |
| Charitable organizations | 8 | $44.1M |
States served
AZ, CA, GA, NV, NC, PA, SC, TX
All web addresses on file
Official SEC filing: View on IAPD