DOUBLE EAGLE WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$109M

Discretionary

$109M

100% of AUM

Avg account

$302K

Accounts

359

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 330398
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 owned by an individual. It serves both individual and family clients as well as institutional clients, and operates as a capital allocator that uses third‑party managers in addition to in‑house advice. The firm charges clients on a percentage‑of‑assets basis and also offers fixed‑fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm does not characterize itself as an active ESG investor and appears to operate from a single state.