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EAGLE WEALTH MANAGEMENT GROUP INC.

VALENCIA, CA · CRD 327052 · IAPD ↗ · eaglewealthinc.com · 661-257-9800

$417.5MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
February 2025 — EAGLE WEALTH MANAGEMENT GROUP INC. changed its website from eagleretirementplans.com to eaglewealthinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
August 2024 — EAGLE WEALTH MANAGEMENT GROUP INC. notice-filed in AZ, GA, NV, PA, SC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — EAGLE WEALTH MANAGEMENT GROUP INC. reported RAUM up 45% ($214.0M -> $310.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — EAGLE WEALTH MANAGEMENT GROUP INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
February 2024 — EAGLE WEALTH MANAGEMENT GROUP INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.