Eagle Wealth Management, Inc.

Overview

Eagle Wealth Management, Inc. is a small, fee-based registered investment advisor that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and operates as an individually owned corporation serving a primarily individual and family client base. Investment activity is centered on liquid public markets, with a clear preference for equities; the firm's filings show a heavy tilt toward exchange-traded equities as the primary vehicle for implementing client strategies. Eagle Wealth Management is not an ESG-focused allocator and does not report multi-state advisory activity. Manager allocation tends toward using third-party pooled vehicles for alternative exposure—hedge funds, real estate vehicles and REITs—alongside traditional mutual funds and corporate debt holdings. Given the firm’s scale, alternatives are accessed through external managers and pooled structures rather than direct principal investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices