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Steffanie Ann Lerch

PartnerEagle Wealth Strategies, LLCCRD 4573773

About Steffanie Ann Lerch

Steffanie Ann Lerch is listed as Partner at Eagle Wealth Strategies, LLC in West Deptford, NJ. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Eagle Wealth Strategies, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steffanie Ann Lerch work?

Steffanie Ann Lerch is listed as Partner at Eagle Wealth Strategies, LLC on SEC Form ADV.

How much of Eagle Wealth Strategies, LLC does Steffanie Ann Lerch own?

Form ADV reports a beneficial ownership band of 10-25%.

Eagle Wealth Strategies, LLC

TitlePartner
Ownership10-25%
Control personNo
Since2023
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