EAGLE WEALTH ADVISORS

EAGLE WEALTH ADVISORS is an SEC-registered investment adviser (CRD 299219). Regulatory assets under management: $164.1M.

Registration

• CRD: 299219
• SEC file number: 801-117505
• Type: Registered investment adviser
• Phone: 860-462-0796
• Latest filing: 2026-05-28
• Regulatory AUM: $164.1M
• Discretionary AUM: $141.8M
• Non-discretionary AUM: $22.3M
• Clients: 3
• Accounts: 101

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299219 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search