Double Eagle Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,523,086
Clients
82
Advisors
1
of 2 employees
About
Double Eagle Wealth Management, LLC provides discretionary asset management, comprehensive financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, nonprofit organizations, and corporate or business entities. The firm also coordinates tax preparation services through an integration with an unaffiliated accounting firm and can implement client portfolios using separately managed accounts, pooled vehicles, ETFs (including digital asset ETFs), REITs, and alternative investments.
The firm generally manages accounts on a discretionary basis and may select third‑party managers or strategies via separately managed accounts and a turnkey asset manager platform (TAMP) to implement its models and provide operational support. It offers retirement plan advisory services to plan sponsors and can act as a 3(21) and/or 3(38) fiduciary, and it provides ongoing financial planning reviews and adjustments as client circumstances change.
Compared with many solo independent advisors, Double Eagle’s mix of corporate clients and pension consulting services is relatively uncommon and distinguishes its client base and service offering. The firm discloses affiliated insurance agents and economic relationships (including its use of GeoWealth’s platform and connections to BlackRock products, and the integrated tax service), noting these arrangements as potential conflicts of interest when recommending related products or services.
Client services
Expertise
Occupation focus
Fee options
Financial planning one-time project fixed fee $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 ranging from $500 to $2,500.
Account minimum: $500,000 Minimum fee: $5,000 annual fee minimum (clients must meet $500,000 AUM or $5,000 annual fee requirement). Fee-only: Financial planning fees negotiable, one-time project fixed fee $5,000 to $25,000, ongoing monthly fee $500 to $2,500; fees can be waived if client engages asset management services.
Main office
5960 Berkshire Lane, 6th Floor
Dallas TX 75225
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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