Overview
Assets Under Management: $164 million
High-Net-Worth Clients: 31
Average Client Assets: $4 million
Frequently Asked Questions
EAGLE WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299219), EAGLE WEALTH ADVISORS is subject to fiduciary duty under federal law.
EAGLE WEALTH ADVISORS serves 31 high-net-worth clients according to their SEC filing dated January 12, 2026. View client details ↓
According to their SEC Form ADV, EAGLE WEALTH ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
EAGLE WEALTH ADVISORS manages $164 million in client assets according to their SEC filing dated January 12, 2026.
According to their SEC Form ADV, EAGLE WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.25
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 101
Discretionary Accounts: 95
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 299219
Filing ID: 2039995
Last Filing Date: 2026-01-12 14:59:34