Eagle Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 299219
- Registered since
- October 24, 2019
- Website
- eaglewealthadvisor.com
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI79.25%
- Individuals20.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Eagle Wealth Advisors is an independent, individually owned RIA that registered with the SEC in 2019. The firm serves individuals and families, combining financial planning with discretionary portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component alongside other fee arrangements, and the firm also operates as an insurance broker. Eagle Wealth Advisors identifies as an active ESG investor and does not position itself as a capital allocator; instead it accesses third‑party managers for specialized exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents5%
- Other3%
Owners & executives
2 of 2
Joseph Romano
Chief Executive OfficerCRD 1251672
Nicholas Romano
Chief Operating OfficerCRD 7839532
Contacts
1 of 1
Lorne Claymore
First Vice PresidentCRD 6525979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$39.1M in ETFs
99%
$38.8M
1%
$313K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | BlackRock | Passive | Short Term Inflation Protected Bond | $5.2M | 52,148 | 13.31% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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