Eagle Bluffs Wealth Management LLC
Firm details
- Headquarters
- Columbia, Missouri
- CRD number
- 306311
- Registered since
- March 22, 2021
- Website
- www.eaglebluffs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.19%
- Individuals12.47%
- Corporations / Businesses3.25%
- Pension & Profit Sharing Plans0.83%
- Charitable Organizations0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Eagle Bluffs Wealth Management LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2021. The firm serves individuals and families on a fee-for-AUM basis and lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting services. It does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities41%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$78.6M in ETFs
78%
$61.7M
22%
$17M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC) | BlackRock | Passive | Diversified Emerging Mkts | $20.8M | 209,717 | 26.42% |
Location
Columbia, MO
Boone
Location
Columbia, MO
Headquartered in Columbia, MO, anchoring the Columbia-Moberly-Mexico, MO metro in the Midwest.
- Metro area
- Columbia-Moberly-Mexico, MO
- Region
- Midwest
- County
- Boone
- Address
- 2201 Old 63 S
- Time zone
- CT (UTC-6)
- Office locations
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