SEC Form ADV

EAGLE WEALTH ADVISORS

Firm profile: Eagle Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$164.1M
Assets Under Management
101
Total Clients
3
Employees
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Registration Details

Accession
CRD-299219
Filing Date
May 28, 2026
AUM
$164.1M
Total Clients
101
Employees
3
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

EAGLE WEALTH ADVISORS is a registered investment adviser, managing approximately $164.1M in assets across 101 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.