Eagle Bluffs Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbia, MO. Its latest Form ADV filing, dated March 10, 2026, reports $294M in regulatory assets under management, 5 employees, and 550 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.9% of total clients.
Top client categories% of clientsClients
1
Individuals
53.9%
89
2
HNWI
46.1%
76
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$294Mas of March 10, 2026
Discretionary99.9%
$294M
100% of total RAUM99.9%
Non-discretionary0.1%
$181K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$294M
Total Accounts550
10Y AUM Change+$294M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.