← Directory
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 Oct 1, 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
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 640 | 654 | increased by14 |
| Mar 1, 2026 | AUM | $557,574,982 | $653,846,028 | increased by$96,271,046 |
| Mar 1, 2026 | Accounts | 1,758 | 1,828 | increased by70 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EAGLE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EAGLE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.