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Eagle Bluffs Wealth Management LLC

● SEC registered since 2021CRD 306311SEC# 801-120565Columbia, MO
Export (members)
Reg. AUM
$230.9M
Employees
5
Accounts
487
Location
Columbia, MO

Eagle Bluffs Wealth Management LLC assets under management

Eagle Bluffs Wealth Management LLC is a registered investment adviser overseen by the SEC based in Columbia, MO. The firm has been registered since 2021. It reports $230.9 million in regulatory assets under management and employs 5 people.
eaglebluffs.comView on SEC.gov ↗

Eagle Bluffs Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Edgerly Perreault Roberts ControlChief Compliance OfficerUnder 5%2023
Nicholas James Thurwanger ControlManaging Member, Founder, Chief Investment OfficerOver 75%2019

Frequently asked questions

How much does Eagle Bluffs Wealth Management LLC manage?

Eagle Bluffs Wealth Management LLC reports $230.9 million in regulatory assets under management on its Form ADV.

How many employees does Eagle Bluffs Wealth Management LLC have?

Eagle Bluffs Wealth Management LLC reports 5 employees.

Where is Eagle Bluffs Wealth Management LLC located?

Eagle Bluffs Wealth Management LLC is based in Columbia, MO and has been SEC-registered since 2021.

Does Eagle Bluffs Wealth Management LLC disclose fund performance?

Eagle Bluffs Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2201 Old 63 South, Columbia, MO 65201
Phone(573) 507-9084
Fax573-507-9240
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1906547
Discloses disciplinary historyNo

Assets under management

Discretionary$230.8M
Non-discretionary$134K
Total (RAUM)$230.9M