EAGLE WEALTH MANAGEMENT GROUP INC.
CRD #327052 SEC #801-128270 VALENCIA, CA 661-257-9800
SEC Registered
Total AUM
$364.3M
Discretionary
$364.3M
Employees
12
Clients
0
Accounts
456
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $364.3M | $364.3M | $0 | 12 | 0 |
| Apr 2025 | $364.3M | $364.3M | $0 | 12 | 0 |
| Mar 2025 | $364.3M | $364.3M | $0 | 12 | 0 |
| Jan 2025 | $310.7M | $310.7M | $0 | 12 | 0 |
| Aug 2024 | $310.7M | $310.7M | $0 | 12 | 0 |
| Jul 2024 | $310.7M | $310.7M | $0 | 12 | 0 |
| Mar 2024 | $310.7M | $310.7M | $0 | 12 | 0 |
| Jan 2024 | $214M | $214M | $0 | 3 | 0 |
| Jan 2024 | $214M | $214M | $0 | 3 | 0 |
| Nov 2023 | $214M | $214M | $0 | 3 | 0 |
| Nov 2023 | $214M | $214M | $0 | 3 | 0 |
| Nov 2023 | $213M | $213M | $0 | 3 | 0 |
| Oct 2023 | $0 | $0 | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 3 | 0 |
| Jun 2023 | $0 | $0 | $0 | 3 | 0 |
| Jun 2023 | $0 | $0 | $0 | 3 | 0 |
| Jun 2023 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$364.3M
Discretionary$364.3M
Non-Disc.$0
Employees12
Clients0
DateApr 2025
Total AUM$364.3M
Discretionary$364.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$364.3M
Discretionary$364.3M
Non-Disc.$0
Employees12
Clients0
DateJan 2025
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees12
Clients0
DateAug 2024
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees12
Clients0
DateJul 2024
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees12
Clients0
DateJan 2024
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0