RIA Intel›Advisers›New Jersey›EAGLE WEALTH STRATEGIES, LLC

EAGLE WEALTH STRATEGIES, LLC

Advisory

N·MULLICA HILL, NJ

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM
$654M
1-Year AUM Growth
+15.7%
3-Year CAGR
—
Employees
9
Assets Under Management
Total AUM$654M
Discretionary AUM$553M
Non-Discretionary AUM$100M
Discretionary %84.6%
Total Clients640
Team
Total Employees9
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingDec 22, 2022
Latest FilingJul 8, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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