|
⚲
|
| Keyboard |
| Eagle Wealth Advisors
✚
|
|
|---|---|
| CRD # | 299219 |
| SEC # | 801-117505 |
| CIK # | 0002107271 |
| AUM | 164.1 M (2026-05-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 860-462-0796 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.3 | ||
| Apple Inc | 9.9 | ||
| Microsoft Corp | 6.6 | ||
| Amazon Com Inc | 5.4 | ||
| Alphabet Inc | 4.6 | ||
| Broadcom Inc | 4.2 | ||
| Micron Technology Inc | 4.1 | ||
| Alphabet Inc | 3.9 | ||
| Advanced Micro Devices Inc | 3.9 | ||
| Tesla Motors Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 34.1 |
| (b) Individuals (high net worth individuals) | 31 | 130.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 101 | 164.1 |
| By Discretionary | ||
| Discretionary | 95 | 141.8 |
| Non-Discretionary | 6 | 22.3 |
| Total | 101 | 164.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.1 | |
| Total | 101 | 164.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107271] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Waterstone Wealth Advisors LLC
✚
|
164.9 M | |
|
The Keystone Financial Alliance LLC
✚
|
GA | 164.7 M |
|
Demand Wealth LLC
✚
|
164.6 M | |
|
Pollock Planning Associates Inc
✚
|
164.5 M | |
|
Bice Wealth Management LLC
✚
|
FL | 164.5 M |
|
Floyd Financial Group LLC
✚
|
MO | 164.5 M |
|
EHB Financial Resources Management Inc
✚
|
PA | 164.0 M |
|
McKinley Money LLC
✚
|
WI | 163.7 M |
|
River Raisin Investment Partners Inc
✚
|
MI | 163.5 M |
|
The Carroll Group Inc
✚
|
163.4 M |