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EAGLE WEALTH STRATEGIES

MULLICA HILL, NJ · CRD 323814 · IAPD ↗ · eaglewealthstrategies.com · 856-845-4005

$653.8MRegulatory AUM
9Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — EAGLE WEALTH STRATEGIES notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — EAGLE WEALTH STRATEGIES notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
March 2026 — EAGLE WEALTH STRATEGIES moved its main office from WEST DEPTFORD, NJ to MULLICA HILL, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — EAGLE WEALTH STRATEGIES added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — EAGLE WEALTH STRATEGIES crossed $500M in regulatory AUM ($498.3M -> $557.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
February 2024 — EAGLE WEALTH STRATEGIES now reports custody of client assets ($37.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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