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| Keyboard |
| Eaglestone Wealth Advisors Inc
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|---|---|
| CRD # | 141014 |
| SEC # | 801-68116 |
| CIK # | |
| AUM | 197.7 M (2025-11-12) |
| Employees | 6 (83% Investors, 67% Brokers) |
| Phone | 301-924-2160 |
| Address | 1101 Wootton Parkway Rockville, MD 20852 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 41.9 |
| (b) Individuals (high net worth individuals) | 56 | 141.9 |
| (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 | 22 | 13.9 |
| (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 | 417 | 197.7 |
| By Discretionary | ||
| Discretionary | 417 | 197.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 197.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.7 | |
| Total | 417 | 197.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
PMG Wealth Management Inc
✚
|
IL | 198.3 M |
|
Atlantic Wealth Partners LLC
✚
|
FL | 198.1 M |
|
Newport Investment Advisors Inc
✚
|
OH | 198.0 M |
|
D & P Investment Advisors Ltd
✚
|
RI | 197.8 M |
|
Preston Advisory Services LLC
✚
|
AZ | 197.7 M |
|
Attentive Investments LLC
✚
|
CA | 197.5 M |
|
Copper Beech Financial Group LLC
✚
|
NJ | 197.4 M |
|
Bautis Financial LLC
✚
|
NJ | 197.4 M |
|
APS Advisors
✚
|
CA | 197.2 M |
|
Fee-Only Fiduciary Advisors LLC
✚
|
MI | 197.0 M |