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| Eagle Bluffs Wealth Management LLC
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|---|---|
| CRD # | 306311 |
| SEC # | 801-120565 |
| CIK # | 0001906547 |
| AUM | 294.2 M (2026-03-10) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 573-507-9084 |
| Address | 2201 Old 63 South Columbia, MO 65201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BlackRock Taxable Municipal Bond Trust | 35.6 | ||
| Nuveen Taxable Municipal Income Fund | 14.0 | ||
| GS Acquisition Holdings Corp | 10.9 | ||
| Nvidia Corp | 10.6 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 7.7 | ||
| Tortoise Energy Infrastructure Corp | 7.5 | ||
| KLA Tencor Corp | 7.5 | ||
| Alphabet Inc | 6.0 | ||
| Wal Mart Stores Inc | 5.0 | ||
| Broadcom Inc | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 36.7 |
| (b) Individuals (high net worth individuals) | 76 | 244.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 294.2 |
| By Discretionary | ||
| Discretionary | 547 | 294.0 |
| Non-Discretionary | 3 | 0.2 |
| Total | 550 | 294.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.2 | |
| Total | 550 | 294.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906547] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
MI | 294.9 M |
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Bright Futures Wealth Management LLC
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MC Byrd Wealth Management LLC
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MDT Financial Advisors LLC
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|
Sherwood Financial Partners LLC
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CA | 293.8 M |
|
Resolute Wealth Advisor Inc
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OH | 293.8 M |
|
Nuclo Wealth LLC
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TX | 293.7 M |