# EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE WEALTH MANAGEMENT GROUP INC. of VALENCIA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 327052
- Type: SEC-registered investment adviser
- SEC file number: 801-128270
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Joann Kay Eagle | CHIEF COMPLIANCE OFFICER; OWNER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Douglas Ray Eagle | OWNER & CEO; TRUSTEE | — |
| CANNIZZARO JEFFREY SCOTT | CHIEF COMPLIANCE OFFICER | — |
| EAGLE DOUGLAS RAY | OWNER & CEO | — |
| EAGLE JOANN KAY | OWNER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327052/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327052/similar
- Related entities: https://search.stillhousedata.com/firm/327052/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327052

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.