# EAGLE WEALTH ADVISORS

EAGLE WEALTH ADVISORS is an SEC-registered investment adviser.

## Registration

- CRD: 299219
- Type: SEC-registered investment adviser
- SEC file number: 801-117505
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Anthony Romano | OWNER/CEO/ CCO | Westport, CT |
| NACCARELLI ANTONY CARMINE | CHIEF COMPLIANCE OFFICER | — |
| GIBBONS JIM MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| NEWMAN ERIC | CCO; PRESIDENT/CEO; PRESIDENT/CEO/CCO | — |
| ROMANO JOSEPH ANTHONY | OWNER/CEO/ CCO; PARTNER/OWNER; PARTNER/OWNER/CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299219/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299219/similar
- Related entities: https://search.stillhousedata.com/firm/299219/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299219

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.