EAGLE WEALTH ADVISORS
SEC RegisteredWhere Prosperity Takes Flight
About the firm
Eagle Wealth Advisors, LLC (EWA) is an SEC registered investment advisory firm with over 40 years of trusted service. They specialize in managing individual investment accounts, retirement plans, and tailored insurance products, and their team offers comprehensive tax management and estate planning advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advisor services, portfolio management, 401(k) services, retirement planning, tax planning, individual investment account management, retirement plan management, insurance products, tax management, and estate planning advice.
Who they serve
Individual investors, both seasoned and those just starting, seeking personalized investment management and financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 70 | $34M |
| High Net Worth Individuals | 31 | $130M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of January 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EAGLE WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched