# Eagle Wealth Advisors

> Eagle Wealth Advisors is an SEC-registered investment advisory firm, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 299219
- Filed as: EAGLE WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299219
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-wealth-advisors-299219

## Quick answers

**How is Eagle Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Eagle Wealth Advisors registered with the SEC or a state?**
Eagle Wealth Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299219.

**How much does Eagle Wealth Advisors manage?**
Eagle Wealth Advisors reports $164,122,638 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (86% discretionary).

**How have Eagle Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Eagle Wealth Advisors: Regulatory assets under management: $63,059,643 in the October 2021 data and $164,122,638 in the October 2026 data, up 160%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagle Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (31).

**Does Eagle Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299219

**What changed in Eagle Wealth Advisors' recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $138,312,902 to $164,122,638 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $164,122,638
- Discretionary: $141,800,584
- Non-discretionary: $22,322,054

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $34,055,006 |
| High net worth individuals | 31 | $130,067,632 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eaglewealthadvisor.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $63,059,643 | 2 | August 2, 2021 |
| October 2022 | $119,756,235 | 2 | July 21, 2022 |
| October 2023 | $117,037,365 | 2 | February 3, 2023 |
| October 2024 | $139,223,663 | 3 | February 9, 2024 |
| October 2025 | $138,312,902 | 3 | January 31, 2025 |
| October 2026 | $164,122,638 | 3 | May 28, 2026 |

Regulatory assets under management: $63,059,643 in the October 2021 data and $164,122,638 in the October 2026 data, up 160%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $138,312,902 to $164,122,638 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Wealth Advisors (CRD 299219): Form ADV filing data as of October 2026.