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EAGLE WEALTH ADVISORS
CRD 299219 · SEC 801-117505
NY, United States
Phone
860-462-0796
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.1M
Discretionary AUM
$141.8M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; CONSULTING FEES FIXED AND HOURLY
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $34.1M |
| High net worth individuals | 31 | $130.1M |
States served
NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD