Eagle Wealth Strategies

Firm record

As recorded in SEC IAPD

Firm CRD

323814

SEC number

801-127242

Firm type

RIA

Assets under management

$653.8M as of Mar 11, 2026

Website

www.eaglewealthstrategies.com ↗

Phone

856-845-4005

Address

118 Bridgeton Pike, Mullica Hill, NJ, 08062

Advisors at this firm

9 in our index · page 1 of 1

• Erin Marie FagoCRD 7325471 · Mullica Hill, NJ
  IA RegisteredRegistration inactive
• David Steven KoehlerCRD 6589146 · Mullica Hill, NJ
  IA RegisteredRegistration inactive
• Steffanie Ann LerchCRD 4573773 · Mullica Hill, NJ
  IA RegisteredRegistration inactive
• Ryan E MillerCRD 6088421 · Mullica Hill, NJ
  IA RegisteredRegistration inactive
• Jessica Lynn OrtegaCRD 5144508 · Mullica Hill, NJ
  IA RegisteredRegistration inactive
• Melissa Lynn PhillipsCRD 6711659 · Mullica Hill, NJ
  IA RegisteredRegistration inactive
• Charles William ScognaCRD 8130111 · Mullica Hill, NJ
  IA Registered
• Paul Joseph TullyCRD 1075274 · Mullica Hill, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christopher Thomas TullyCRD 4814705 · Mullica Hill, NJ
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.