EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE WEALTH MANAGEMENT GROUP INC. of VALENCIA, CA is an SEC-registered investment adviser (CRD 327052). Regulatory assets under management: $417.5M.

Registration

• CRD: 327052
• SEC file number: 801-128270
• Type: Registered investment adviser
• Location: 28212 KELLY JOHNSON PARKWAY, SUITE 175, VALENCIA, CA, 91355
• Phone: 661-257-9800
• Latest filing: 2026-04-22
• Regulatory AUM: $417.5M
• Discretionary AUM: $417.5M
• Clients: 8
• Accounts: 483

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327052 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search