← Directory
EAGLE WEALTH ADVISORS
CRD 299219File 801-117505
APPROVED
Retail clients
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$164.1M
Bottom 25% of cohort (national)
Discretionary AUM
$141.8M
Non-discretionary $22.3M
Clients
101
101 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 24, 2019
- Principal office
- Not reported
- Phone
- 860-462-0796
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $164.1M
- Discretionary AUM
- $141.8M
- Non-discretionary AUM
- $22.3M
- Discretionary accounts
- 95
- Non-discretionary accounts
- 6
- Total accounts
- 101
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | $130.1M |
| Individuals (other than high net worth individuals) | 70 | $34.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONSULTING FEES FIXED AND HOURLY
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.