# Double Eagle Wealth Management LLC

> Double Eagle Wealth Management LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 330398
- Filed as: DOUBLE EAGLE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330398
- AdvisorCensus page: https://advisorcensus.com/firm/double-eagle-wealth-management-llc-dallas-tx-330398

## Quick answers

**How is Double Eagle Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Double Eagle Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Double Eagle Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated July 9, 2026 states: Flat fee: $5,000 to $25,000 (One Time Project Fixed Fee); Subscription: $500 to $2,500 a month (Ongoing Monthly Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Double Eagle Wealth Management LLC located?**
Double Eagle Wealth Management LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Double Eagle Wealth Management LLC registered with the SEC or a state?**
Double Eagle Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 330398.

**How much does Double Eagle Wealth Management LLC manage?**
Double Eagle Wealth Management LLC reports $108,579,555 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).

**What types of clients does Double Eagle Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (62); individuals (other than high net worth individuals) (20); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Double Eagle Wealth Management LLC use?**
Double Eagle Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Transamerica Financial Advisors, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Double Eagle Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330398

**What changed in Double Eagle Wealth Management LLC's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 9, 2026)

- Flat fee: $5,000 to $25,000 (One Time Project Fixed Fee)

> One Time Project Fixed Fee $5,000.00 to $25,000

- Subscription: $500 to $2,500 a month (Ongoing Monthly Fee)

> the Client agrees to pay a one -time initial planning fee ranging from $5,000 to $25,000, in addition to an annual monthly fee ranging from $500 to $2,500

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Transamerica Financial Advisors, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $108,579,555
- Discretionary: $108,579,555
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $11,344,500 |
| High net worth individuals | 62 | $74,178,586 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $21,197,069 |
| Corporations or other businesses not listed above | 3 | $1,859,400 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [doubleeaglewealth.com](https://doubleeaglewealth.com)
- [exactmiss.com](https://exactmiss.com)
- Facebook @DoubleEagleRyanAmmon
- Instagram @doubleeaglewealth
- LinkedIn @companydouble-eagle-wealthmanagement
- X @exactmiss

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Double Eagle Wealth Management LLC (CRD 330398): Form ADV filing data as of October 2026.