EAGLE BLUFFS WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2021

Total AUM

$294M

Discretionary

$294M

100% of AUM

Avg account

$535K

Accounts

550

Employees

Advisory reps

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

FINTRX

Overview

Eagle Bluffs Wealth Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and formed in 2021. The firm is owned by an individual and focuses on serving individual and family clients through a percentage-of-AUM fee model. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Eagle Bluffs is not positioned as a capital allocator; it implements client portfolios rather than operating as an allocative vehicle for third-party private managers. The firm does not identify as an active ESG investor and appears to run a primarily traditional wealth-management practice that emphasizes discretionary portfolio management, given the large share of assets reported as discretionary.