RIA Intel›Advisers›California›EAGLE WEALTH MANAGEMENT, INC.

EAGLE WEALTH MANAGEMENT, INC.

Advisory

CA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in CA

#4,512

of 5,480 advisers by AUM

Average account

$319K

across 41 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

19 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

VII PEAKS-KBR BDC ADVISOR II, LLC

SAN FRANCISCO, CA

$13M

LUMEN ADVISORS, LLC

SAN FRANSCISCO, CA

$13M

$13M

REES & ASSOCIATES LLC

LOS ANGELES, CA

$13M

SILICON BEACH FINANCIAL LLC

$13M

WEISBERG CAPITAL MANAGEMENT LLC

$13M

Get the full picture on EAGLE WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EAGLE WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans