Eagle Wealth Management Group Inc.
● SEC registered since 2023CRD 327052SEC# 801-128270Valencia, CA
Reg. AUM
$417.5M
Employees
8
Accounts
483
Location
Valencia, CA
Eagle Wealth Management Group Inc. assets under management
Eagle Wealth Management Group Inc. is an SEC-registered investment adviser based in Valencia, CA. The firm has been registered since 2023. It reports $417.5 million in regulatory assets under management and employs 8 people.
Eagle Wealth Management Group Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joann Kay Eagle Control | Chief Compliance Officer | Under 5% | 2023 |
| The Eagle Family Trust Control | Owner | Over 75% | 2025 |
| Douglas Ray Eagle Control | Trustee | 50-75% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Eagle Wealth Management Group Inc. manage?
Eagle Wealth Management Group Inc. reports $417.5 million in regulatory assets under management on its Form ADV.
How many employees does Eagle Wealth Management Group Inc. have?
Eagle Wealth Management Group Inc. reports 8 employees.
Where is Eagle Wealth Management Group Inc. located?
Eagle Wealth Management Group Inc. is based in Valencia, CA and has been SEC-registered since 2023.
Does Eagle Wealth Management Group Inc. disclose fund performance?
Eagle Wealth Management Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355 |
| Phone | 661-257-9800 |
| Fax | 661-257-9805 |
| Office hours | 8a.m. - 3p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$417.5M▲ 34%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$417.5Mregulatory AUM
Discretionary $417.5M