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EAGLE WEALTH STRATEGIES
Legal name: EAGLE WEALTH STRATEGIES, LLC
CRD 323814File 801-127242
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$653.8M
Above cohort median (national)
Discretionary AUM
$553.4M
Non-discretionary $100.4M
Clients
654
1,828 accounts
Employees
11
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 31, 2023
- Principal office
- 118 BRIDGETON PIKE, MULLICA HILL, NJ, 08062
- Phone
- 856-845-4005
- Website
- https://x.com/EWStully
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $653.8M
- Discretionary AUM
- $553.4M
- Non-discretionary AUM
- $100.4M
- Discretionary accounts
- 1,625
- Non-discretionary accounts
- 203
- Total accounts
- 1,828
- AUM per client
- $1000K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $39.8M |
| Charitable organizations | Fewer than 5 | $758K |
| High net worth individuals | 146 | $424.0M |
| Pension and profit sharing plans | Fewer than 5 | $5.7M |
| Individuals (other than high net worth individuals) | 502 | $183.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONSULTING FEE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.