Eagle Wealth Advisors
● SEC registered since 2019CRD 299219SEC# 801-117505
Reg. AUM
$164.1M
Employees
3
Accounts
101
Location
—
Eagle Wealth Advisors assets under management
Eagle Wealth Advisors is a registered investment adviser overseen by the SEC. The firm has been registered since 2019. It reports $164.1 million in regulatory assets under management and employs 3 people.
Eagle Wealth Advisors owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Anthony Romano Control | Owner/Ceo/ Cco | Over 75% | 2020 |
Frequently asked questions
How much does Eagle Wealth Advisors manage?
Eagle Wealth Advisors reports $164.1 million in regulatory assets under management on its Form ADV.
How many employees does Eagle Wealth Advisors have?
Eagle Wealth Advisors reports 3 employees.
Does Eagle Wealth Advisors disclose fund performance?
Eagle Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 860-462-0796 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.1M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$164.1Mregulatory AUM
Discretionary $141.8MNon-discretionary $22.3M