Eagles Coast Wealth Management, Llc
- Regulatory AUM
- $50.1M
- Discretionary
- $50.1M
- Clients
- 129
- Avg AUM / client
- $388K
- Accounts
- 243
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 117 | $35.3M | 70.5% |
| High net worth individuals | 12 | $14.8M | 29.5% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Falkovich, Ilya, Igor | Managing Member | May 2018 (8y) | ≈ 18.75% – 50% via Eagles Nest Holdings, Llc | |
| Paul S Martin | Managing Member | May 2018 (8y) | ≈ 37.5% – 75% via Eagles Nest Holdings, Llc | |
| Falkovich, Igor | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Matthew Stone | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Eagles Nest Holdings, Llc | Owner | May 2018 | A | 75% or more |
| Eagles Coast Holdings, Llc | Owner | May 2018 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Falkovich, Ilya, Igor: 25% – 50% of Eagles Nest Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Paul S Martin: 50% – 75% of Eagles Nest Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 997 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $2.8M (6% of AUM) Mar 2026
- Interactive Brokers $1.3M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗