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Eagle Wealth Strategies
EAGLE WEALTH STRATEGIES is an SEC-registered investment adviser in MULLICA HILL, NJ, registered since 2023. The firm manages $654 million in assets, with $553...
Eagle Wealth Strategies
EAGLE WEALTH STRATEGIES is an SEC-registered investment adviser in MULLICA HILL, NJ, registered since 2023. The firm manages $654 million in assets, with $553 million on a discretionary basis. It has 11 employees and 9 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
What type of clients does Eagle Wealth Strategies typically serve?
The firm's public materials do not specify whether it focuses on ultra-high-net-worth families, mass affluent individuals, or institutional allocators. Its positioning as a wealth management practice suggests a private-client orientation, but the absence of disclosed AUM or family-office branding makes the client profile unclear.
Does Eagle Wealth Strategies manage proprietary investment funds or operate as a direct investor?
No proprietary funds, direct investment vehicles, or co-investment structures have been publicly identified. The absence of regulatory filings or named portfolio companies suggests the firm operates as an advisory manager rather than a direct principal investor.
Who are the principals running Eagle Wealth Strategies?
No named principals or key investment decision-makers are publicly documented. The firm's website, eaglewealthstrategies.com, does not list a team page or executive leadership as of current public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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