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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PHILLIPS, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Tully, Christopher, Thomas | I | PRESIDENT | E | Control |
| Tully, Christopher, Thomas | I | PRESIDENT | E | Control |
| Tully, Christopher, Thomas | I | PRESIDENT | E | Control |
| Tully, Christopher, Thomas | I | PRESIDENT | E | Control |
| Tully, Christopher, Thomas | I | PRESIDENT | E | Control |
| Tully, Christopher, Thomas | I | PRESIDENT | E | Control |
| Tully, Christopher, Thomas | I | PRESIDENT | E | Control |
| Tully, Christopher, Thomas | I | PRESIDENT | E | Control |
| Tully, Christopher, Thomas | I | PRESIDENT | E | Control |
| LERCH, STEFFANIE, ANN | I | PARTNER | B | |
| LERCH, STEFFANIE, ANN | I | PARTNER | B | |
| LERCH, STEFFANIE, ANN | I | PARTNER | B | |
| LERCH, STEFFANIE, ANN | I | PARTNER | B | |
| LERCH, STEFFANIE, ANN | I | PARTNER | B | |
| ORTEGA, JESSICA, LYNN | I | PARTNER | B | |
| ORTEGA, JESSICA, LYNN | I | PARTNER | B | |
| ORTEGA, JESSICA, LYNN | I | CHIEF OPERATING OFFICER, PARTNER | B | Control |
| ORTEGA, JESSICA, LYNN | I | CHIEF OPERATING OFFICER, PARTNER | B | Control |
| ORTEGA, JESSICA, LYNN | I | CHIEF OPERATING OFFICER, PARTNER | B | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (8)
DE FL MD NC NJ PA TX VA
Address
877 KINGS HIGHWAYSUITE 400
WEST DEPTFORD, NJ 08096
United States
Phone: 856-845-4005