Overview
Assets Under Management: $231 million
Headquarters: COLUMBIA, MO
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Frequently Asked Questions
EAGLE BLUFFS WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306311), EAGLE BLUFFS WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
EAGLE BLUFFS WEALTH MANAGEMENT LLC is headquartered in COLUMBIA, MO.
EAGLE BLUFFS WEALTH MANAGEMENT LLC serves 63 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, EAGLE BLUFFS WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
EAGLE BLUFFS WEALTH MANAGEMENT LLC manages $231 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, EAGLE BLUFFS WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 487
Discretionary Accounts: 485
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 306311
Last Filing Date: 2025-02-28 00:00:00
Website: https://eaglebluffs.com