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EAGLE WEALTH STRATEGIES
EAGLE WEALTH STRATEGIES, LLC
CRD 323814 · SEC 801-127242
118 BRIDGETON PIKE, MULLICA HILL, NJ, 08062, United States
Phone
856-845-4005
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$653.8M
Discretionary AUM
$553.4M
Team
11 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; CONSULTING FEE
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING FEES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 502 | $183.6M |
| High net worth individuals | 146 | $424.0M |
| Corporations/business entities | 6 | $39.8M |
States served
DE, MD, NJ, NY, NC, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD