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Eagle Wealth Strategies, LLC

● SEC registered since 2023CRD 323814SEC# 801-127242West Deptford, NJ
Export (members)
Reg. AUM
$557.6M
Employees
11
Accounts
1,758
Location
West Deptford, NJ

Eagle Wealth Strategies, LLC assets under management

Eagle Wealth Strategies, LLC operates as an SEC-registered investment adviser based in West Deptford, NJ. The firm has been registered since 2023. It reports $557.6 million in regulatory assets under management and employs 11 people.
www.eaglewealthstrategies.comView on SEC.gov ↗

Eagle Wealth Strategies, LLC owners & executives

4 reported
NameTitleOwnershipSince
Christopher Thomas Tully ControlPresidentOver 75%2022
Jessica Lynn Ortega ControlChief Operating Officer, Partner10-25%2025
Melissa Lynn Phillips ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Eagle Wealth Strategies, LLC manage?

Eagle Wealth Strategies, LLC reports $557.6 million in regulatory assets under management on its Form ADV.

How many employees does Eagle Wealth Strategies, LLC have?

Eagle Wealth Strategies, LLC reports 11 employees.

Where is Eagle Wealth Strategies, LLC located?

Eagle Wealth Strategies, LLC is based in West Deptford, NJ and has been SEC-registered since 2023.

Does Eagle Wealth Strategies, LLC disclose fund performance?

Eagle Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address877 Kings Highway, Suite 400, West Deptford, NJ 08096
Phone856-845-4005
Office hoursMon-Thurs 8:30-5:00; Fri 8:30-4:00
SEC regionNew York Regional Office (NYRO)
CIK2009882
Discloses disciplinary historyNo

Assets under management

Discretionary$472.4M
Non-discretionary$85.1M
Total (RAUM)$557.6M