Eagle Bluffs Wealth Management LLC

Overview

Eagle Bluffs Wealth Management LLC is an independent, individual-owned registered investment adviser that provides fee-based wealth management primarily to individuals and families. The firm is SEC-registered (2021) and bills clients on a percentage-of-AUM basis. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Eagle Bluffs operates as a traditional RIA rather than a capital allocator or multi-adviser platform, focusing on discretionary portfolio management (the vast majority of its reported assets are discretionary). The client mix and service set suggest a focus on high-net-worth household relationships rather than institutional or family-office-only mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices