Eagle Wealth Strategies
Firm details
- Headquarters
- Mullica Hill, New Jersey
- CRD number
- 323814
- Registered since
- January 31, 2023
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI64.84%
- Individuals28.08%
- Corporations / Businesses6.09%
- Pension & Profit Sharing Plans0.88%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eagle Wealth Strategies is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management services for individuals, small businesses, and businesses or institutions. Its fee model includes an asset-based fee (percentage of AUM) alongside other fee arrangements. The firm does not position itself as a capital allocator and does not present as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities28%
- Cash & Cash Equivalents7%
- Other2%
- State & Local Bonds1%
Owners & executives
1 of 1
Melissa Phillips
Chief Compliance OfficerCRD 6711659
Contacts
3 of 8
Jessica Ortega
Director of PlanningCRD 5144508
Paul Tully
Founder & Senior Wealth AdvisorCRD 1075274
Ryan Miller
Wealth AdvisorCRD 6088421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$210M in ETFs
74%
$155M
26%
$54.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $60M | 87,307 | 28.54% |
Location
Mullica Hill, NJ
Gloucester
Location
Mullica Hill, NJ
Headquartered in Mullica Hill, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Gloucester
- Address
- 118 Bridgeton Pike
- Time zone
- ET (UTC-5)
- Office locations
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