SourcingSourcing

EAGLE BLUFFS WEALTH MANAGEMENT LLC

C34
CRD 306311·SEC 801-120565·COLUMBIA, MO
AUM
$294.2M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$883K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EAGLE BLUFFS WEALTH MANAGEMENT LLC
CRD
306311
SEC file #
801-120565
EIN
843486943
DBA names
—

Economics

AUM
$294.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$103.1M → $294.2M▲ +185%
Client mix
Individuals Other89
Individuals High Net Worth76

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
1 advisors → 4 advisors▲ +300%
Primary office
COLUMBIA MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
eaglebluffs.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Thurwanger, Nicholas, James
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Thurwanger, Nicholas, James
ROBERTS, EDGERLY, PERREAULT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EAGLEBLUFFS.COM
Rdap Domain Creation Date
2019-10-08T05:07:15Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001906547
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-15
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001951757-26-000726

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2201 OLD 63 SOUTHCOLUMBIA, MO 65201
Business
2201 OLD 63 SOUTHCOLUMBIA, MO 65201
Edgar EIN
843486943
Edgar Recent Filings
13F-HR2026-04-24 · 0001951757-26-000726
13F-HR2026-02-13 · 0001951757-26-000448
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-08T05:07:15Z
Rdap Domain Last Changed
2025-10-09T07:03:09Z
Rdap Nameservers
Ns1060.ui-dns.comNs1076.ui-dns.bizNs1091.ui-dns.deNs1112.ui-dns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
7193899
Trust Company Affiliate
No

People (3)

3
Thurwanger, Nicholas, James
IAR · Direct Owner · 87.5%
7193899
ROBERTS, EDGERLY, PERREAULT
IAR · Executive Officer · 2.5%
6229030
JESSICA MARGUERITE HUMBLE
IAR
3074442