Eagle Wealth Management Group Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 327052
- SEC number
- 801-128270
- Firm type
- RIA
- Assets under management
- $417.5M as of Apr 22, 2026
- Website
- www.eaglewealthinc.com ↗
- Phone
- 661-257-9800
- Address
- 28212 Kelly Johnson Parkway, Valencia, CA, 91355
Advisors at this firm
5 in our index · page 1 of 1
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Jared Paul AudetteCRD 5834052 · Charlotte, NCIA RegisteredRegistration inactive
-
Douglas Ray EagleCRD 4157461 · Valencia, CAIA RegisteredBrokerDisclosure event(s) on record
-
Jordan Douglas EagleCRD 6377787 · Valencia, CAIA RegisteredBroker
-
Randall Carlisle NewtonCRD 2849862 · Charlotte, NCIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Shane Patrick SnivelyCRD 4326919 · Charlotte, NCIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 327052 ↗
FINRA BrokerCheck record for firm CRD 327052 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.