Eagle Wealth Management Group Inc.

$417.5MAssets under management
as of Apr 2026 · SEC Form ADV
Valencia, CA
Visit websiteLinkedIn
5 people on Advicer connected to this.

Tech stack

No one at Eagle Wealth Management Group Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $284M held · filed Aug 2024