Firm profile

EAGLE WEALTH STRATEGIES

MULLICA HILL, NJCRD 323814Latest ADV March 11, 2026

Eagle Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mullica Hill, NJ. Its latest Form ADV filing, dated March 11, 2026, reports $654M in regulatory assets under management, 11 employees, 1 office, and 1,828 accounts.

Assets Under Management
$654M
Employees
11
Offices
1 office
Total Clients
654
Primary office
MULLICA HILL, NJ
118 BRIDGETON PIKE, MULLICA HILL, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOMelissa L. Phillips
COOJessica L. Ortega

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for 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 76.8% of total clients.
Top client categories% of clientsClients
1
Individuals
76.8%
502
2
HNWI
22.3%
146
3
Corporations
0.9%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$654Mas of March 11, 2026
Discretionary84.6%
$553M
85% of total RAUM84.6%
Non-discretionary15.4%
$100M
15% of total RAUM15.4%
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$654M
Total Accounts1,828
10Y AUM Change+$654M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee59:1
10Y Employee Change+1 (+10.0%)

* 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.