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EAGLE WEALTH ADVISORS

CRD 299219 · SEC 801-117505

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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

TypeClientsAUM
Individuals70$34.1M
High net worth individuals31$130.1M

States served

NY, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD