Investment adviser · CRD 327052

EAGLE WEALTH MANAGEMENT GROUP INC.

Investment adviser filing (IA)

VALENCIA, CA, United States · Form ADV filed Apr 22, 2026

Regulatory AUM
$418M
Form ADV · Item 5.F
Client accounts
483
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals129$250,994,75060.1%
Individuals323$98,097,96923.5%
Charities8$44,054,28210.6%
Retirement plans20$13,969,2963.3%
Government entitiesFewer than 5$9,212,3122.2%
Corporations & businessesFewer than 5$1,183,4790.3%
Filing source

Form ADV 2097441 · Apr 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets

Principal office

28212 KELLY JOHNSON PARKWAY, SUITE 175
VALENCIA, CA, 91355, United States

CRD 327052

Filing source

Form ADV 2097441 · Apr 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.