RIA Intel›Advisers›Texas›FORT EAGLE WEALTH MANAGEMENT, LLC

FORT EAGLE WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Apr 3, 2026 · Source: SEC Form ADV

Rank in TX
#2,414
of 2,813 advisers by AUM
Average account
$134K
across 56 accounts
AUM per adviser
$8M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 3, 2026.

Total AUM
$8M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

BLUE MOUNTAIN FINANCIAL PLANNING, LLC
$7M
SHRYACK, JOHN EDWARD
$8M
DHL WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
RICHARDSON, TX
$7M
PRAESTANTIA CAPITAL, LLC
SAN ANTONIO, TX
$7M
BLSH WEALTH MANAGEMENT LLC
$8M
EVOLUTION CAPITAL ADVISORS, L.L.C.
THE WOODLANDS, TX
$8M
-74.5% 1Y

Get the full picture on FORT EAGLE WEALTH MANAGEMENT, LLC

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

Create a free account →See plans