Eagle Wealth Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 12, 2026, reports $164M in regulatory assets under management, 3 employees, and 101 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
70
2
HNWI
30.7%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$164Mas of January 12, 2026
Discretionary86.4%
$142M
86% of total RAUM86.4%
Non-discretionary13.6%
$22M
14% of total RAUM13.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$164M
Total Accounts101
10Y AUM Change+$59M (+56.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change-4 (-57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.