EAGLE WEALTH STRATEGIES

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New Jersey, United States

Employees

Total Number of Employees	10
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	8
Licensed Agents of an Insurance Company	7
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,509	$429.7M
Non-Discretionary	200	$68.6M
Total	1,709	$498.3M

Clients

Type	Number	RAUM
Individuals	504	$168.9M
HNW Individuals	114	$295.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$768,581
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	5	$33.2M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING FEES
Compensation	% of AUMCONSULTING FEE

Identifiers

SEC RIA File Number	801-127242
SEC ERA File Number	801-127242
SEC CIK Numbers	None
SEC CRD Numbers	323814
Legal Entity Identifier	None

Principal Office

877 KINGS HIGHWAY
SUITE 300
WEST DEPTFORD
NJ
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic