Eagle Bluffs Wealth Management LLC
● SEC registered since 2021CRD 306311SEC# 801-120565Columbia, MO
Reg. AUM
$294.2M
Employees
5
Accounts
550
Location
Columbia, MO
Eagle Bluffs Wealth Management LLC assets under management
Eagle Bluffs Wealth Management LLC is a registered investment adviser overseen by the SEC based in Columbia, MO. The firm has been registered since 2021. It reports $294.2 million in regulatory assets under management and employs 5 people.
Eagle Bluffs Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edgerly Perreault Roberts Control | Chief Compliance Officer | Under 5% | 2023 |
| Nicholas James Thurwanger Control | Managing Member, Founder, Chief Investment Officer | Over 75% | 2019 |
Frequently asked questions
How much does Eagle Bluffs Wealth Management LLC manage?
Eagle Bluffs Wealth Management LLC reports $294.2 million in regulatory assets under management on its Form ADV.
How many employees does Eagle Bluffs Wealth Management LLC have?
Eagle Bluffs Wealth Management LLC reports 5 employees.
Where is Eagle Bluffs Wealth Management LLC located?
Eagle Bluffs Wealth Management LLC is based in Columbia, MO and has been SEC-registered since 2021.
Does Eagle Bluffs Wealth Management LLC disclose fund performance?
Eagle Bluffs Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2201 Old 63 South, Columbia, MO 65201 |
| Phone | (573) 507-9084 |
| Fax | 573-507-9240 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1906547 |
| Discloses disciplinary history | No |
Regulatory AUM
$294.2M▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$294.2Mregulatory AUM
Discretionary $294MNon-discretionary $181K