Skip to content
EW
RIA · CRD 299219SEC-Registered

Updated:

EAGLE WEALTH ADVISORS

EAGLE WEALTH ADVISORS is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-05-28, it...

Overview

EAGLE WEALTH ADVISORS is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-05-28, it reported regulatory assets under management of $164,122,638; 101 advisory accounts; 3 employees; services including Financial planning, Portfolio management for individuals and small businesses. Regulatory AUM is the measure defined in Form ADV. These are reported figures, not independently verified by Altss. SEC registration does not constitute approval or endorsement.

General information

Firm type

Registered Investment Adviser

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research EAGLE WEALTH ADVISORS in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More Registered Investment Adviser profiles