Data / Investment advisers / New Jersey / Eagle Wealth Strategies
Eagle Wealth Strategies, Mullica Hill, NJ: $654 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Eagle Wealth Strategies is an SEC registered investment adviser with its main office in Mullica Hill, New Jersey and reports $654 million in regulatory assets under management in its Form ADV filed October 8, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and other fees.
The request: Watch Eagle Wealth Strategies (CRD number 323814): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 323814
- SEC file number
- 801-127242
- SEC status
- Approved, effective January 31, 2023
- Legal name
- Eagle Wealth Strategies, LLC
- Main office
- 118 Bridgeton Pike, Mullica Hill, NJ 08062
- Phone
- (856) 845-4005
- Regulatory AUM
- $653,846,028 in the Form ADV filed October 8, 2026
- Discretionary AUM
- $553,401,453
- Non discretionary AUM
- $100,444,575
- Accounts
- 1,828
- Employees
- 11, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 146 | $424 million |
| Individuals (other than high net worth individuals) | 502 | $183.6 million |
| Corporations or other businesses | 6 | $39.8 million |
| Pension and profit sharing plans | Fewer than 5 | $5.7 million |
| Charitable organizations | Fewer than 5 | $757,938 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $653.8 million | February 13, 2026 |
| December 1, 2025 | $557.6 million | November 25, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Covenant Asset Management, LLC | Chester | $692.6 million | Not listed | adviserinfo.sec.gov |
| Unio Capital LLC | Princeton | $691.5 million | 2 | adviserinfo.sec.gov |
| Garden State Investment Advisory Services, LLC | Red Bank | $673.8 million | Not listed | adviserinfo.sec.gov |
| Prestige Wealth Management Group, LLC | Flemington | $666.4 million | Not listed | adviserinfo.sec.gov |
| The Genwealth Group, Inc. | Maplewood | $661.3 million | Not listed | adviserinfo.sec.gov |
| 5c Capital Management, LLC | Woodcliff Lake | $648.1 million | Not listed | adviserinfo.sec.gov |
| Curasset Capital Management, LLC | Newark | $643.2 million | Not listed | adviserinfo.sec.gov |
| Chatham Wealth Management | Chatham | $642.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Eagle Wealth Strategies on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.