Eagle Wealth Strategies
Eagle Wealth Strategies is an SEC-registered mass-market adviser in Mullica Hill, NJ with $653.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Eagle Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323814, SEC 801-127242, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $653.8M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Mullica Hill, NJ
- Employees
- 11
- Clients
- 654
- CRD
- 323814
- Ownership
- Tully, Christopher, Thomas; PHILLIPS, MELISSA, LYNN; ORTEGA, JESSICA, LYNN; LERCH, STEFFANIE, ANN
How much AUM does Eagle Wealth Strategies have?
Eagle Wealth Strategies reported $653.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Eagle Wealth Strategies?
Disclosed owners and executives of Eagle Wealth Strategies include Tully, Christopher, Thomas, PHILLIPS, MELISSA, LYNN, ORTEGA, JESSICA, LYNN, LERCH, STEFFANIE, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.