EAGLE WEALTH STRATEGIES, LLC
Legal name: EAGLE WEALTH STRATEGIES
CRD #323814 SEC #801-127242 WEST DEPTFORD, NJ 856-845-4005
SEC Registered
Total AUM
$557.6M
Discretionary
$472.4M
Employees
11
Clients
0
Accounts
1,758
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $557.6M | $472.4M | $85.1M | 11 | 0 |
| Jul 2025 | $557.6M | $472.4M | $85.1M | 11 | 0 |
| Mar 2025 | $557.6M | $472.4M | $85.1M | 11 | 0 |
| Oct 2024 | $498.3M | $429.7M | $68.6M | 10 | 0 |
| Jan 2024 | $498.3M | $429.7M | $68.6M | 10 | 0 |
| Oct 2023 | $430.6M | $383M | $47.6M | 10 | 0 |
| Jul 2023 | $430.6M | $383M | $47.6M | 10 | 0 |
| May 2023 | $430.6M | $383M | $47.6M | 10 | 0 |
| Dec 2022 | $0 | $0 | $0 | 10 | 0 |
DateNov 2025
Total AUM$557.6M
Discretionary$472.4M
Non-Disc.$85.1M
Employees11
Clients0
DateJul 2025
Total AUM$557.6M
Discretionary$472.4M
Non-Disc.$85.1M
Employees11
Clients0
DateMar 2025
Total AUM$557.6M
Discretionary$472.4M
Non-Disc.$85.1M
Employees11
Clients0
DateOct 2024
Total AUM$498.3M
Discretionary$429.7M
Non-Disc.$68.6M
Employees10
Clients0
DateJan 2024
Total AUM$498.3M
Discretionary$429.7M
Non-Disc.$68.6M
Employees10
Clients0
DateOct 2023
Total AUM$430.6M
Discretionary$383M
Non-Disc.$47.6M
Employees10
Clients0
DateJul 2023
Total AUM$430.6M
Discretionary$383M
Non-Disc.$47.6M
Employees10
Clients0
DateMay 2023
Total AUM$430.6M
Discretionary$383M
Non-Disc.$47.6M
Employees10
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0