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EAGLE WEALTH STRATEGIES, LLC

Doing business as EAGLE WEALTH STRATEGIES. SEC Form ADV profile.

Total regulatory AUM
$653,846,028
Discretionary
$553,401,453
Non-discretionary
$100,444,575

Firm details

CRD number
323814
SEC file number
801-127242
Main office
MULLICA HILL, NJ, United States
Employees
11
SEC status
Approved
Fee structure
Percentage of AUM Other

As of October 2026.