# Eagle Wealth Strategies

> Eagle Wealth Strategies is an SEC-registered investment advisory firm in Mullica Hill, NJ, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 323814
- Filed as: EAGLE WEALTH STRATEGIES
- Legal name: Eagle Wealth Strategies, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mullica Hill, NJ
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323814
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814

## Quick answers

**How is Eagle Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Wealth Strategies 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.

**Where is Eagle Wealth Strategies located?**
Eagle Wealth Strategies' principal office is in Mullica Hill, NJ, according to its Form ADV.

**Is Eagle Wealth Strategies registered with the SEC or a state?**
Eagle Wealth Strategies is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323814.

**How much does Eagle Wealth Strategies manage?**
Eagle Wealth Strategies reports $653,846,028 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (85% discretionary).

**How have Eagle Wealth Strategies' assets and staff changed since 2023?**
In the Form ADV data for Eagle Wealth Strategies: Regulatory assets under management: $430,610,968 in the October 2023 data and $653,846,028 in the October 2026 data, up 52%. Total employees: 10 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagle Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (502); high net worth individuals (146); corporations or other businesses not listed above (6).

**Which custodians does Eagle Wealth Strategies use?**
Eagle Wealth Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Eagle Wealth Strategies 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/323814

**What changed in Eagle Wealth Strategies' recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $653,846,028
- Discretionary: $553,401,453
- Non-discretionary: $100,444,575

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 502 | $183,580,395 |
| High net worth individuals | 146 | $423,976,403 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,738,863 |
| Charitable organizations | Fewer than 5 | $757,938 |
| Corporations or other businesses not listed above | 6 | $39,792,429 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MD, NC, NH, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eaglewealthstrategies.com
- X @EWStully

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $430,610,968 | 10 | July 26, 2023 |
| October 2024 | $498,298,616 | 10 | January 30, 2024 |
| October 2025 | $557,574,982 | 11 | July 21, 2025 |
| October 2026 | $653,846,028 | 11 | July 8, 2026 |

Regulatory assets under management: $430,610,968 in the October 2023 data and $653,846,028 in the October 2026 data, up 52%.
Total employees: 10 in October 2023 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in NH.

### March 2026
- Regulatory assets under management went from $557,574,982 to $653,846,028 (+17%).
- Employees performing advisory functions went from 8 to 9.
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Wealth Strategies (CRD 323814): Form ADV filing data as of October 2026.