EAGLE WEALTH STRATEGIES, LLC

CRD

323814

SEC file #

801-127242

EIN

854289958

DBA names

Eagle Wealth Strategies

Economics

AUM

$653.8M

AUM band

$500M-$1B

AUM trajectory

'25 · $557.6M

'26 · $653.8M

'25'26

$557.6M → $653.8M▲ +17%

sec adv history

Client mix

Individuals Other	502
Individuals High Net Worth	146
Corporations	6

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 8 advisors

'26 · 9 advisors

'25'26

8 advisors → 9 advisors▲ +13%

sec adv history

Primary office

MULLICA HILL NJ

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services

Fee basis

% of AUMOther Compensation

Filings

Latest ADV filing

03/11/2026

eaglewealthstrategies.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Tully, Christopher, Thomas

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

Tully, Christopher, Thomas

ORTEGA, JESSICA, LYNN

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

EAGLEWEALTHSTRATEGIES.COM

Rdap Domain Creation Date

2005-09-15T16:40:07Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002009882

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-02-05

Edgar Last Filing Date

2026-04-10

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-10

Accession0001951757-26-000565

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4637

Soi Zip Pct 200k Plus

0.2306

Soi Zip Returns 200k Plus

1840

Soi Zip Total AGI

1,351,387

Fdic Zip Total Deposits

8,218,015,000

Fdic Zip Branch Count

130

Fdic Zip Top Banks

TD Bank, National Association

Century Savings Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

118 BRIDGETON PIKEMULLICA HILL, NJ 08062

Business

118 BRIDGETON PIKEMULLICA HILL, NJ 08062

Edgar EIN

854289958

Edgar Recent Filings

13F-HR2026-04-10 · 0001951757-26-000565

13F-HR2026-01-06 · 0001951757-26-000006

Fdic Zip Branches Raw

Century Federal Savings and Loan Association of BridgetonMullica Hill, NJ

Farmers National BankMullica Hill, NJ

Fdic Zip HHI

2124.15

Fdic Zip Top Bank Share Pct

42.22

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-09-15T16:40:07Z

Rdap Domain Last Changed

2025-09-16T10:43:04Z

Rdap Nameservers

Ns20.digicertdns.comNs21.digicertdns.comNs22.digicertdns.comNs23.digicertdns.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	19,266
Returns	1,710

Stub 2

AGI	38,727
Returns	1,050

Stub 3

AGI	51,012
Returns	820

Soi Zip Total Business Income

42,716

Soi Zip Total Cap Gains

147,159

Soi Zip Total Dividends

19,453

Soi Zip Total Returns

7,980

Top Owner CRD

4814705

Trust Company Affiliate