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 registered investment adviser organized as an LLC. The firm registered with the SEC in 2023 and is owned by an individual. Its client roster spans individuals and families as well as institutional entities. Fee arrangements include a percentage-of-AUM component alongside other fee types. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Eagle Wealth Strategies does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. An accounting firm relationship is listed among its industry affiliations.
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
1 of 1
Melissa Phillips
Chief Compliance OfficerCRD 6711659
Contacts
3 of 8
Christopher Tully
President & Senior Wealth AdvisorCRD 4814705
Charles Scogna
Relationship ManagerCRD 8130111
Steffanie Lerch
Senior Wealth AdvisorCRD 4573773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$184M in ETFs
74%
$136M
26%
$48.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $51.7M | 86,475 | 28.05% |
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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