Double Eagle Wealth Management LLC

RIASEC RegisteredEst. 2026

Total AUM

$109M

Discretionary

$109M

100% of AUM

Avg account

$302K

Accounts

359

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 330398
Registered since: June 12, 2026
Custodians: CHARLES SCHWAB & CO., INC., TRANSAMERICA FINANCIAL ADVISORS, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.32%
Pension & Profit Sharing Plans19.52%
Individuals10.45%
Corporations / Businesses1.71%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Double Eagle Wealth Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and functions as a capital allocator, managing portfolios for both individual and family clients as well as institutional investors. Its fee model combines a percentage-of-assets arrangement with fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of sub-advisers. The firm does not describe itself as an active ESG investor and is not set up as a multi-state adviser.