DALLAS, TXCRD 330398Registration Status: ApprovedEffective since June 12, 2026Latest ADV July 9, 2026
Double Eagle Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated July 9, 2026, reports $109M in regulatory assets under management, 2 employees, and 359 accounts.
Assets Under Management
$109M
Employees
2
Offices
--
Total Clients
89
Primary office
DALLAS, TX
5960 BERKSHIRE LANE, 6TH FLOOR, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.7% of total clients.
Top client categories% of clientsClients
1
HNWI
69.7%
62
2
Individuals
22.5%
20
3
Pension Plans
4.5%
4
4
Corporations
3.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of July 9, 2026
Discretionary100.0%
$109M
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$109M
Total Accounts359
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee45:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.