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 LLC operating as a registered investment adviser; it registered with the SEC in 2023. The firm is owner-operated and serves both individual/family clients and institutional mandates. Its advisory services focus on financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Fee arrangements include percentage-of-AUM billing and other fee structures. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$211M in ETFs
76%
$159M
24%
$51.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $61.6M | 87,901 | 29.21% |
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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