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EV
RIA · CRD 335026

Updated:

EAGLE VALLEY WEALTH MANAGEMENT

EAGLE VALLEY WEALTH MANAGEMENT was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved...

Overview

EAGLE VALLEY WEALTH MANAGEMENT was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in AR. In Form ADV filed on 2026-02-03, it reported 1 employee; 8 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.

General information

Firm type

Registered Investment Adviser

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