EAGLE BLUFFS WEALTH MANAGEMENT LLC
Adviser information for EAGLE BLUFFS WEALTH MANAGEMENT LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Missouri, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 429 | $197.1M |
Non-Discretionary | 7 | $5.7M |
Total | 436 | $202.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 136 | $187.7M |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 8 | $15.0M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUM |
Principal Office
2201 OLD 63 SOUTHCOLUMBIA
MO
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (573) 507-9084, Fax: 573-507-9240
Chief Compliance Officer
EDGERLY P. ROBERTS
PORTFOLIO MANAGER
2201 OLD 63 SOUTH
COLUMBIA
MO
United States
Tel:
(573) 507-9084
Fax:
573-507-9240
E**************@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Thurwanger, Nicholas, James | Individual | – | MANAGING MEMBER, FOUNDER, CHIEF INVESTMENT OFFICER | 10/2019 | > 75% |
ROBERTS, EDGERLY, PERREAULT | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 1M | 14K | – |
ABBOTT LABS | COM | 1M | 13K | – |
ABBVIE INC | COM | 428K | 2K | – |
ADOBE INC | COM | 277K | 499 | – |
ALPHABET INC | CAP STK CL A | 4M | 20K | – |
ALPHABET INC | CAP STK CL C | 202K | 1K | – |
AMAZON COM INC | COM | 2M | 9K | – |
APPLE INC | COM | 1M | 7K | – |
BLACKROCK TAX MUNICPAL BD TR | SHS | 22M | 1M | – |
BOEING CO | COM | 382K | 2K | – |
CATERPILLAR INC | COM | 897K | 3K | – |
CHEVRON CORP NEW | COM | 839K | 5K | – |
CHUBB LIMITED | COM | 411K | 2K | – |
CISCO SYS INC | COM | 2M | 34K | – |
CONSTELLATION ENERGY CORP | COM | 291K | 1K | – |
CUMMINS INC | COM | 561K | 2K | – |
DISCOVER FINL SVCS | COM | 2M | 14K | – |
DISNEY WALT CO | COM | 2M | 16K | – |
ECOFIN SUSTAINABLE AND SOCIA | COM SH BEN INT | 3M | 260K | – |
ECOLAB INC | COM | 1M | 5K | – |
ENERGIZER HLDGS INC NEW | COM | 1M | 42K | – |
EXXON MOBIL CORP | COM | 652K | 6K | – |
GOLDMAN SACHS GROUP INC | COM | 203K | 448 | – |
HAWTHORN BANCSHARES INC | COM | 233K | 12K | – |
HOME DEPOT INC | COM | 669K | 2K | – |
INTERNATIONAL BUSINESS MACHS | COM | 262K | 2K | – |
INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 3M | 77K | – |
INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 3M | 127K | – |
INVESCO EXCH TRADED FD TR II | S&P SMLCAP HIG | 146K | 10K | – |
ISHARES INC | MSCI EMRG CHN | 11M | 182K | – |
ISHARES INC | EM MKTS DIV ETF | 293K | 11K | – |
ISHARES TR | INTL SEL DIV ETF | 11M | 394K | – |
ISHARES TR | CORE S&P TTL STK | 2M | 14K | – |
ISHARES U S ETF TR | BLACKROCK SH DUR | 816K | 16K | – |
ITT INC | COM | 2M | 19K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 8M | 146K | – |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 6M | 106K | – |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3M | 51K | – |
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 815K | 16K | – |
JOHNSON & JOHNSON | COM | 382K | 3K | – |
JPMORGAN CHASE & CO. | COM | 3M | 13K | – |
KAYNE ANDERSON ENERGY INFRST | COM | 236K | 22K | – |
KLA CORP | COM NEW | 4M | 5K | – |
MARATHON PETE CORP | COM | 722K | 4K | – |
MCDONALDS CORP | COM | 302K | 1K | – |
MERCK & CO INC | COM | 280K | 2K | – |
META PLATFORMS INC | CL A | 2M | 5K | – |
MICROCHIP TECHNOLOGY INC. | COM | 739K | 8K | – |
MICROSOFT CORP | COM | 4M | 9K | – |
NETFLIX INC | COM | 3M | 5K | – |
NIKE INC | CL B | 337K | 4K | – |
NUVEEN AMT FREE QLTY MUN INC | COM | 4M | 351K | – |
NUVEEN QUALITY MUNCP INCOME | COM | 6M | 548K | – |
NUVEEN TAXABLE MUNICPAL INM | COM | 6M | 412K | – |
NVIDIA CORPORATION | COM | 9M | 71K | – |
RIO TINTO PLC | SPONSORED ADR | 989K | 15K | – |
RTX CORPORATION | COM | 209K | 2K | – |
SCHWAB CHARLES CORP | COM | 3M | 38K | – |
SHERWIN WILLIAMS CO | COM | 776K | 3K | – |
SIMMONS 1ST NATL CORP | CL A $1 PAR | 1M | 68K | – |
SPDR INDEX SHS FDS | S&P INTL SMLCP | 3M | 94K | – |
SPDR S&P 500 ETF TR | TR UNIT | 848K | 2K | – |
TARGET CORP | COM | 999K | 7K | – |
TESLA INC | COM | 2M | 9K | – |
THERMO FISHER SCIENTIFIC INC | COM | 2M | 4K | – |
TJX COS INC NEW | COM | 423K | 4K | – |
TORTOISE ENERGY INFRA CORP | COM | 4M | 105K | – |
TRUIST FINL CORP | COM | 1M | 35K | – |
UNITED PARCEL SERVICE INC | CL B | 713K | 5K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 411K | 5K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 832K | 4K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2M | 48K | – |
WALMART INC | COM | 3M | 40K | – |