Eagle Wealth Advisors

Overview

Eagle Wealth Advisors is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2019. The firm serves individual and family clients and combines portfolio management and financial planning with insurance brokerage services. Its fees include a percentage-of-AUM component and other fee arrangements. The firm identifies as an active ESG investor, indicating it factors environmental, social, or governance considerations into some investment decisions. Service focus centers on individuals and small-business owners rather than institutional mandates. Eagle Wealth Advisors operates as an owner-managed practice (owner type: individual) and does not position itself as a capital allocator to external managers; instead it implements client strategies directly while also using third-party vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices