Eagle Wealth Advisors
Eagle Wealth Advisors is an SEC-registered wealth manager with $164.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Eagle Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299219, SEC 801-117505, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $164.1M (2026-05-28)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 101
- CRD
- 299219
- Ownership
- ROMANO, JOSEPH, ANTHONY; NEWMAN, ERIC; NACCARELLI, ANTONY, CARMINE; GIBBONS, GERALD, MATTHEW
How much AUM does Eagle Wealth Advisors have?
Eagle Wealth Advisors reported $164.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Eagle Wealth Advisors?
Disclosed owners and executives of Eagle Wealth Advisors include ROMANO, JOSEPH, ANTHONY, NEWMAN, ERIC, NACCARELLI, ANTONY, CARMINE, GIBBONS, GERALD, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.