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, individual-owned registered investment adviser that entered SEC registration in 2019. The firm focuses on serving individual and family clients, offering fee arrangements that include a percentage-of-AUM model alongside other fee structures. Its advisory activity centers on financial planning and portfolio management for individuals and small businesses, and the firm also functions as an insurance broker. Eagle Wealth Advisors is identified as an active ESG investor and is not characterized as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Nicholas Romano
Chief Operating OfficerCRD 7839532
Joseph Romano
Chief Executive OfficerCRD 1251672
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 28Active vs passive
$36.9M in ETFs
100%
$36.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | BlackRock | Passive | Short Term Inflation Protected Bond | $4.8M | 47,147 | 13.05% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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