Eagle Wealth Strategies, LLC
● SEC registered since 2023CRD 323814SEC# 801-127242Mullica Hill, NJ
Reg. AUM
$653.8M
Employees
11
Accounts
1,828
Location
Mullica Hill, NJ
Eagle Wealth Strategies, LLC assets under management
Eagle Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Mullica Hill, NJ. The firm has been registered since 2023. It reports $653.8 million in regulatory assets under management and employs 11 people.
Eagle Wealth Strategies, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Thomas Tully Control | President | Over 75% | 2022 |
| Jessica Lynn Ortega Control | Chief Operating Officer, Partner | 10-25% | 2025 |
| Melissa Lynn Phillips Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Eagle Wealth Strategies, LLC manage?
Eagle Wealth Strategies, LLC reports $653.8 million in regulatory assets under management on its Form ADV.
How many employees does Eagle Wealth Strategies, LLC have?
Eagle Wealth Strategies, LLC reports 11 employees.
Where is Eagle Wealth Strategies, LLC located?
Eagle Wealth Strategies, LLC is based in Mullica Hill, NJ and has been SEC-registered since 2023.
Does Eagle Wealth Strategies, LLC disclose fund performance?
Eagle Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 118 Bridgeton Pike, Mullica Hill, NJ 08062 |
| Phone | 856-845-4005 |
| Office hours | Mon-Thurs 8:30-5:00; Fri 8:30-4:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2009882 |
| Discloses disciplinary history | No |
Regulatory AUM
$653.8M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$653.8Mregulatory AUM
Discretionary $553.4MNon-discretionary $100.4M