GLEN EAGLE WEALTH, LLC

Overview

Glen Eagle Wealth, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2003. The FINTRX snapshot classifies ownership as a combination of a domestic entity and an individual. The profile contains minimal public disclosure about the firm’s service mix or investment process; the dataset flags the firm as not being a capital allocator, not active on ESG, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The available records do not describe client segments, fee structure, or specific advisory activities, so there is limited visibility into how the firm positions itself in the market or how it sources and manages client relationships.

Assets & Accounts

Location & Offices