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EAGLE BLUFFS WEALTH MANAGEMENT LLC
CRD 306311File 801-120565
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$294.2M
Below cohort median (national)
Discretionary AUM
$294.0M
Non-discretionary $181K
Clients
165
550 accounts
Employees
5
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 22, 2021
- Principal office
- 2201 OLD 63 SOUTH, COLUMBIA, MO, 65201
- Phone
- (573) 507-9084
- Website
- http://eaglebluffs.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $294.2M
- Discretionary AUM
- $294.0M
- Non-discretionary AUM
- $181K
- Discretionary accounts
- 547
- Non-discretionary accounts
- 3
- Total accounts
- 550
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $9.6M |
| Charitable organizations | Fewer than 5 | $793K |
| High net worth individuals | 76 | $244.7M |
| Pension and profit sharing plans | Fewer than 5 | $2.4M |
| Individuals (other than high net worth individuals) | 89 | $36.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

