# EAGLE WEALTH STRATEGIES, LLC

EAGLE WEALTH STRATEGIES, LLC of MULLICA HILL, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 323814
- Type: SEC-registered investment adviser
- SEC file number: 801-127242
- Location: 118 BRIDGETON PIKE, MULLICA HILL, NJ, 08062
- Phone: 856-845-4005
- Latest filing: 2026-07-08
- Regulatory AUM: $653.8M
- Discretionary AUM: $553.4M
- Non-discretionary AUM: $100.4M
- Clients: 11
- Accounts: 1,828

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Thomas Tully | MANAGING PARTNER, SENIOR WEALTH ADVISOR; PRESIDENT | — |
| Melissa Lynn Phillips | CHIEF COMPLIANCE OFFICER | — |
| Jessica Lynn Ortega | CHIEF OPERATING OFFICER, PARTNER | — |
| Steffanie Ann Lerch | PARTNER | — |
| PHILLIPS RICHARD LYNN | CHIEF COMPLIANCE OFFICER | — |
| Tully Christopher Thomas | PRESIDENT | — |
| ORTEGA JESSICA LYNN | PARTNER | — |
| LERCH STEFFANIE ANN | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323814/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323814/similar
- Related entities: https://search.stillhousedata.com/firm/323814/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323814

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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.