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
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
Compensation % of AUM

Identifiers

SEC RIA File Number 801-120565
SEC ERA File Number 801-120565
SEC CIK Numbers 1906547
SEC CRD Numbers 306311
Legal Entity Identifier None

Principal Office

2201 OLD 63 SOUTH
COLUMBIA
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
(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

1050202120222023202420254 on 2/18/20215 on 3/14/20225 on 4/28/20225 on 8/12/20225 on 3/6/20235 on 6/9/20235 on 8/10/20235 on 11/8/20235 on 3/11/2024

RAUM, Historic

300M150M020212022202320242025103144744 on 2/18/2021153202113 on 3/14/2022153202113 on 4/28/2022153202113 on 8/12/2022173521203 on 3/6/2023173521203 on 6/9/2023173521203 on 8/10/2023173521203 on 11/8/2023202768538 on 3/11/2024

No. Clients, Historic

20010002021202220232024202586 on 2/18/2021118 on 3/14/2022118 on 4/28/2022118 on 8/12/2022122 on 3/6/2023122 on 6/9/2023122 on 8/10/2023122 on 11/8/2023144 on 3/11/2024

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