EAGLESTONE WEALTH ADVISORS, INC.
CRD #141014 SEC #801-68116 ROCKVILLE, MD 301-924-2160
SEC Registered
Total AUM
$197.7M
Discretionary
$197.7M
Employees
6
Clients
101
Accounts
417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $197.7M | $197.7M | $0 | 6 | 0 |
| Oct 2025 | $197.7M | $197.7M | $0 | 6 | 0 |
| Aug 2025 | $197.7M | $197.7M | $0 | 6 | 0 |
| Mar 2025 | $197.7M | $197.7M | $0 | 6 | 0 |
| Dec 2024 | $193.8M | $193.8M | $0 | 6 | 0 |
| Mar 2024 | $193.8M | $193.8M | $0 | 6 | 0 |
| Dec 2023 | $197.5M | $197.5M | $0 | 7 | 0 |
| Nov 2023 | $197.5M | $197.5M | $0 | 7 | 0 |
| Aug 2023 | $197.5M | $197.5M | $0 | 7 | 0 |
| Apr 2023 | $197.5M | $197.5M | $0 | 7 | 0 |
| Mar 2023 | $197.5M | $197.5M | $0 | 7 | 0 |
| Mar 2022 | $239M | $206.4M | $32.6M | 7 | 0 |
| Mar 2021 | $189.4M | $189.4M | $0 | 6 | 0 |
| Dec 2020 | $183.6M | $183.6M | $0 | 6 | 0 |
| Jul 2020 | $203.5M | $203.5M | $0 | 6 | 0 |
| Jun 2020 | $203.5M | $203.5M | $0 | 6 | 0 |
| Jan 2020 | $203.5M | $203.5M | $0 | 6 | 0 |
| Oct 2019 | $173.5M | $173.5M | $0 | 10 | 0 |
| Mar 2019 | $173.5M | $173.5M | $0 | 10 | 0 |
| Jul 2018 | $159M | $159M | $0 | 8 | 0 |
| Jun 2018 | $159M | $159M | $0 | 8 | 0 |
| Mar 2018 | $159M | $159M | $0 | 8 | 0 |
| May 2017 | $121.9M | $121.9M | $0 | 7 | 250 |
| Mar 2017 | $121.9M | $121.9M | $0 | 7 | 250 |
| Mar 2016 | $111.2M | $111.2M | $0 | 7 | 250 |
| Feb 2016 | $111.2M | $111.2M | $0 | 7 | 250 |
| Oct 2015 | $121.8M | $121.8M | $0 | 7 | 250 |
| Sep 2015 | $121.8M | $121.8M | $0 | 7 | 250 |
| Mar 2015 | $121.8M | $121.8M | $0 | 7 | 250 |
| Mar 2014 | $104.4M | $104.4M | $0 | 7 | 250 |
| Mar 2013 | $102.2M | $102.2M | $0 | 7 | 200 |
| Mar 2012 | $103.6M | $103.6M | $0 | 1 | 200 |
| Mar 2012 | $103.6M | $103.6M | $0 | 1 | 200 |
| Mar 2012 | $103.6M | $103.6M | $0 | 1 | 200 |
| Jun 2011 | $105M | $105M | $0 | 5 | -- |
| Mar 2011 | $105M | $105M | $0 | 5 | -- |
| Dec 2010 | $91.5M | $91.5M | $0 | 5 | -- |
| Mar 2009 | $45M | $45M | $0 | 5 | -- |
DateNov 2025
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2025
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2025
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$239M
Discretionary$206.4M
Non-Disc.$32.6M
Employees7
Clients0
DateMar 2021
Total AUM$189.4M
Discretionary$189.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$203.5M
Discretionary$203.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$203.5M
Discretionary$203.5M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$203.5M
Discretionary$203.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees10
Clients0
DateJul 2018
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees8
Clients0
DateMay 2017
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees7
Clients250
DateMar 2017
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees7
Clients250
DateMar 2016
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees7
Clients250
DateFeb 2016
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees7
Clients250
DateOct 2015
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees7
Clients250
DateSep 2015
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees7
Clients250
DateMar 2015
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees7
Clients250
DateMar 2014
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees7
Clients250
DateMar 2013
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees7
Clients200
DateMar 2012
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees1
Clients200
DateJun 2011
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$91.5M
Discretionary$91.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--