Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 03/22/2021
Other registrations (2)
Former registrations

EAGLE BLUFFS WEALTH MANAGEMENT LLC

ADV Location COLUMBIA, MO, United States
Contact Info (57 xxxxxxx
Websites
AUM* 294,193,033 45%
of that, discretionary 294,011,696 49%
Number of Employees 5
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 534,896 15%
% High Net Worth 43.68% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

294M 252M 210M 168M 126M 84M 42M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker09248X100 Stock NameBLACKROCK TAX MUNICPAL BD TR $ Position$38,540,144 % Position13.00% $ Change8.00% # Change8.00%
Stck Ticker46434G764 Stock NameISHARES INC $ Position$21,198,504 % Position7.00% $ Change32.00% # Change1.00%
Stck Ticker464288448 Stock NameISHARES TR $ Position$15,603,035 % Position5.00% $ Change0.00% # Change3.00%
Stck Ticker482480100 Stock NameKLA CORP $ Position$15,359,452 % Position5.00% $ Change105.00% # Change901.00%
Stck Ticker67074C103 Stock NameNUVEEN TAXABLE MUNICPAL INM $ Position$14,987,944 % Position5.00% $ Change7.00% # Change6.00%
Stck Ticker92537N108 Stock NameVERTIV HOLDINGS CO $ Position$14,782,342 % Position5.00% $ Change35.00% # Change1.00%
Stck Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$13,324,322 % Position4.00% $ Change200.00% # Change0.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$12,245,323 % Position4.00% $ Change15.00% # Change1.00%
Stck Ticker67066V101 Stock NameNUVEEN QUALITY MUNCP INCOME $ Position$9,150,257 % Position3.00% $ Change7.00% # Change1.00%
Stck Ticker670657105 Stock NameNUVEEN AMT FREE QLTY MUN INC $ Position$8,642,120 % Position3.00% $ Change13.00% # Change8.00%

Brochure Summary