EAGLE BLUFFS WEALTH MANAGEMENT LLC

2201 Old 63 South
Columbia, Missouri 65201
Tel: (573) 507-9084

About EAGLE BLUFFS WEALTH MANAGEMENT LLC

EAGLE BLUFFS WEALTH MANAGEMENT LLC, formally registered with the SEC as EAGLE BLUFFS WEALTH MANAGEMENT LLC. The firm was established in 03/22/2021. They have over 1 offices throughout the country.

EAGLE BLUFFS WEALTH MANAGEMENT LLC is a Columbia, Missouri based Financial Planning firm with nearly $230,894,800 assets under management, offering retirement planning & investment advisory services to 487 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306311
SEC#	801-120565
Assets Managed by Firm	$230,894,800
No. of Clients	487
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	487	$230,894,800
Individuals (other than high net worth individuals)	82	$33,141,986
High net worth individuals	63	$189,534,714
Corporations or other businesses	5	$8,218,100

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