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DOUBLE EAGLE WEALTH MANAGEMENT LLC
CRD 330398 · SEC 801-136470
5960 BERKSHIRE LANE, 6TH FLOOR, DALLAS, TX, 75225, United States
Phone
214-814-4978
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$108.6M
Discretionary AUM
$108.6M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $11.3M |
| High net worth individuals | 62 | $74.2M |
| Pension/profit sharing plans | 4 | $21.2M |
| Corporations/business entities | 3 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD