EAGLE WEALTH ADVISORS
SEC Form ADV profile.
Total regulatory AUM
$164,122,638
Discretionary
$141,800,584
Non-discretionary
$22,322,054
Firm details
- CRD number
- 299219
- SEC file number
- 801-117505
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of October 2026.