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EAGLESTONE WEALTH ADVISORS, INC.

ROCKVILLE, MD · CRD 141014 · IAPD ↗ · estwa.com · 301-924-2160

$197.7MRegulatory AUM
5Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
2States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — EAGLESTONE WEALTH ADVISORS, INC. (ROCKVILLE, MD) left the SEC roster (was $197.7M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
December 2025 — EAGLESTONE WEALTH ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 8 (0 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.