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| Eagle Wealth Strategies LLC
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|---|---|
| CRD # | 323814 |
| SEC # | 801-127242 |
| CIK # | 0002009882 |
| AUM | 653.8 M (2026-03-11) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 856-845-4005 |
| Address | 118 Bridgeton Pike Mullica Hill, NJ 08062 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 4.9 | ||
| Amazon Com Inc | 4.5 | ||
| PNC Financial Services Group Inc | 3.3 | ||
| Nvidia Corp | 3.2 | ||
| Advanced Micro Devices Inc | 3.0 | ||
| Microsoft Corp | 2.9 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Apple Inc | 2.6 | ||
| Fulton Financial Corp | 2.1 | ||
| Micron Technology Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 502 | 183.6 |
| (b) Individuals (high net worth individuals) | 146 | 424.0 |
| (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 | 5.7 |
| (h) Charitable organizations | 0 | 0.8 |
| (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 | 6 | 39.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,828 | 653.8 |
| By Discretionary | ||
| Discretionary | 1,625 | 553.4 |
| Non-Discretionary | 203 | 100.4 |
| Total | 1,828 | 653.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 653.8 | |
| Total | 1,828 | 653.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009882] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Warren Street Wealth Advisors LLC
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|
CA | 656.1 M |
|
BMB Advisers LLC
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Cornell Pochily Investment Advisors Inc
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|
PW Nova Financial Services LLC
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PA | 654.3 M |
|
Collaborative Wealth Management Inc
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FL | 653.3 M |
|
Collegiate Capital Management Inc
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|
NC | 653.0 M |
|
Palisade Investments LLC
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|
NV | 652.7 M |
|
Early McClintic & McMillan LLC
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TX | 652.2 M |
|
BKM Wealth Management LLC
✚
|
WI | 651.8 M |