EAGLE WEALTH ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $164.1M |
| Discretionary | $141.8M86% of AUM |
| Non-Discretionary | $22.3M |
| Client Accounts | 101 |
| Avg Account Size | $1.6M |
| Employees | 3 |
| Peak AUM | $164.1MJan 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $164M | +18.7% | +10.7% | +20.7% | |
| Discretionary AUM | $142M | ||||
Key Metrics
| Total AUM | $164.1M |
| Discretionary | $141.8M |
| Employees | 3 |
| Client Accounts | 101 |
| Client Range | 1-10 |
Contact & Location
Phone
860-462-0796
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$142M
86.4% of AUM
Non-Discretionary
$22M
13.6% of AUM
Disc. mix ▲ 13.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution