Eagle Wealth Management Group Inc.
Eagle Wealth Management Group Inc. is an SEC-registered mass-market adviser in Valencia, CA with $417.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Eagle Wealth Management Group Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327052, SEC 801-128270, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $417.5M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Valencia, CA
- Employees
- 8
- Clients
- 480
- CRD
- 327052
- Ownership
- EAGLE, DOUGLAS, RAY; CANNIZZARO, JEFFREY, SCOTT; EAGLE, JOANN, KAY; THE EAGLE FAMILY TRUST
How much AUM does Eagle Wealth Management Group Inc. have?
Eagle Wealth Management Group Inc. reported $417.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Eagle Wealth Management Group Inc.?
Disclosed owners and executives of Eagle Wealth Management Group Inc. include EAGLE, DOUGLAS, RAY, CANNIZZARO, JEFFREY, SCOTT, EAGLE, JOANN, KAY, THE EAGLE FAMILY TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.