| 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 |
Eagle Wealth Management Group Inc. reports $364.3 million in regulatory assets under management on its Form ADV.
Eagle Wealth Management Group Inc. reports 12 employees.
Eagle Wealth Management Group Inc. is based in Valencia, CA and has been SEC-registered since 2023.
Eagle Wealth Management Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $364.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $364.3M |