Double Eagle Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$73,896,528
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
82
76% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
82
Very HighAverage account size
$901,177
About
Double Eagle Wealth Management serves individuals (including high‑net‑worth clients), retirement plans, nonprofit organizations, corporations, and other business entities by providing discretionary asset management, financial planning and consulting, retirement plan advisory (including 3(21)/3(38) services), and access to a range of investment vehicles. Its investment menu includes direct equities and fixed income, mutual funds and ETFs (including digital asset ETFs), variable annuities, REITs, alternative investments, and separately managed account (SMA) strategies through third‑party managers.
The firm manages client accounts on an ongoing, discretionary basis and employs fundamental analysis and modern portfolio theory to build diversified, long‑term portfolios, while retaining the ability to allocate portions of portfolios to independent managers on the Charles Schwab Marketplace whose day‑to‑day trading authority is delegated. Double Eagle also emphasizes coordinated planning processes with periodic reviews and integrates tax planning and preparation support through an unaffiliated third‑party provider to align tax considerations with investment decisions.
Compared with many peers, Double Eagle discloses that certain associates are licensed insurance agents and that insurance product recommendations can generate commissions, a conflict the firm requires to be disclosed when such recommendations are made. The firm also integrates outsourced tax services into its advisory offering and, despite being recently established in 2024, reports managing roughly $93 million for a limited client base, indicating a concentrated, higher‑touch service model.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Options & derivatives strategies
Real estate investing
Tax-loss harvesting
Fee options
Financial planning one-time fixed fees $5,000 to $25,000.
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.50% $20,000,001 - $50,000,000: 0.35% $50,000,001+: 0.25%
Ongoing financial planning monthly fees $500 to $2,500.
Account minimum: $500,000 AUM or $5,000 annual fee (subject to firm discretion) Minimum fee: Minimum account size $500,000 AUM or $5,000 annual fee, subject to firm discretion Fee-only: Financial planning fees negotiable, typically one-time fixed fees $5,000 to $25,000; ongoing monthly fees $500 to $2,500; fees can be waived if asset management engaged.
Main office location
Double Eagle Wealth Management LLC
5960 Berkshire Lane, 6 Th Floor
Dallas TX 75225, United States
Number of offices
1
Most active in
Double Eagle Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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