Eagle Wealth Management Group Inc.
● SEC registered since 2023CRD 327052SEC# 801-128270Valencia, CA
Reg. AUM
$417.5M
Employees
8
Accounts
483
Location
Valencia, CA
About Eagle Wealth Management Group
Eagle Wealth Management Group provides wealth management for individuals, groups, and church retirement plans, along with Delaware Statutory Trust offerings. It emphasizes retirement-focused planning and educational client resources.
Summary based on the firm’s website.
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 |
| Joann Kay Eagle Control | Trustee | 50-75% | 2025 |
Frequently 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, monthlySep '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,369 advisers
EmployeesTop 47%
More than 53% of 16,804 advisers
Assets under management
$417.5Mregulatory AUM
Discretionary $417.5M