EAGLE WEALTH MANAGEMENT GROUP INC.

CRD 327052File 801-128270

APPROVED

Retail clients

Custody

Filing as of Apr 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$417.5M

Below cohort median (national)

Discretionary AUM

$417.5M

Clients

480

483 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jul 14, 2023
Principal office: 28212 KELLY JOHNSON PARKWAY, SUITE 175, VALENCIA, CA, 91355
Phone: 661-257-9800
Website: https://www.EagleWealthinc.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $417.5M
Discretionary AUM: $417.5M
Non-discretionary AUM: $0
Discretionary accounts: 483
Non-discretionary accounts: 0
Total accounts: 483
AUM per client: $870K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.2M
Charitable organizations	8	$44.1M
High net worth individuals	129	$251.0M
Pension and profit sharing plans	20	$14.0M
State or municipal government entities	Fewer than 5	$9.2M
Individuals (other than high net worth individuals)	323	$98.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Custody	false	true
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.