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EAGLE WEALTH ADVISORS

· CRD 299219 · IAPD ↗ · eaglewealthadvisor.com · 860-462-0796

$164.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — EAGLE WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
March 2024 — EAGLE WEALTH ADVISORS notice-filed in CT, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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