Eagle Wealth Management Group Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Valencia, CA. Its latest Form ADV filing, dated April 22, 2026, reports $418M in regulatory assets under management, 8 employees, 2 offices, and 483 accounts.
Assets Under Management
$418M
Employees
8
Offices
2 offices
Total Clients
480
Primary office
VALENCIA, CA
28212 KELLY JOHNSON PARKWAY, SUITE 175, VALENCIA, CA, United States
Top client segmentIndividuals represent 67.3% of total clients.
Top client categories% of clientsClients
1
Individuals
67.3%
323
2
HNWI
26.9%
129
3
Pension Plans
4.2%
20
4
Charitable
1.7%
8
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$418Mas of April 22, 2026
Discretionary100.0%
$418M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$418M
Total Accounts483
10Y AUM Change+$418M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee60:1
10Y Employee Change+5 (+166.7%)
* 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.