Eagle Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, and tax preparation.
Eagle Wealth Strategies reports 654 clients. They include 502 individual clients, 146 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 84.6% ($553M across 1,625 accounts) are managed with discretion; $100M across 203 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 28% |
| High-net-worth individuals | 22% | 65% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 502 | $184M | 28.1% | $366K |
| High-net-worth individuals | 146 | $424M | 64.8% | $2.9M |
| Pension and profit-sharing plans | Fewer than 5 | $5.74M | 0.9% | — |
| Charitable organizations | Fewer than 5 | $758K | 0.1% | — |
| Corporations and other businesses | 6 | $39.8M | 6.1% | $6.63M |
| Total | 654 | $654M | 100% | — |
- Clients
- 502
- Regulatory AUM
- $184M
- AUM share
- 28.1%
- Avg. per client
- $366K
- Clients
- 146
- Regulatory AUM
- $424M
- AUM share
- 64.8%
- Avg. per client
- $2.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.74M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $758K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $39.8M
- AUM share
- 6.1%
- Avg. per client
- $6.63M
Total
- Clients
- 654
- Regulatory AUM
- $654M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Eagle Wealth Strategies charges 0.50%–1.20% a year for its Wealth management services. The fee is billed in advance and is negotiable.
Fee details and sources
Christopher Tully owns 75% or more of Eagle Wealth Strategies. The leadership team of Eagle Wealth Strategies includes Chief Operating Officer Jessica Ortega and Chief Compliance Officer Melissa Phillips. It has 11 employees, 9 of them in advisory roles.
Leadership
- Jessica OrtegaChief Operating Officer, Partner
- Melissa PhillipsChief Compliance Officer
- Christopher TullyManaging Partner,
- Steffanie LerchPartner
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Erin Marie Fago
- David Steven Koehler
- Steffanie Ann Lerch
- Ryan E Miller
- Jessica Lynn Ortega
- Melissa Lynn Phillips
- Charles William Scogna
- Christopher Thomas Tully
- Paul Joseph Tully
Staff
- 11 employees
- 9 in advisory functions
- 9 state-registered reps
- 5 insurance agents
- Owns 75% or more of Eagle Wealth Strategies, LLC
Christopher Tully
Control person · since December 2022
- Owns 10% to 25% of Eagle Wealth Strategies, LLC
Jessica Ortega
Control person · since February 2025
- Owns 10% to 25% of Eagle Wealth Strategies, LLC
Steffanie Lerch
since December 2023
Eagle Wealth Strategies’ regulatory assets grew 1.5× from $431M (July 2023) to $654M (July 2026); clients rose from 609 to 654 and employees from 10 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $654M | 654 | 11 | 2 |
| July 2025 | $558M | 640 | 11 | 2 |
| January 2024 | $498M | 623 | 10 | 1 |
| July 2023 | $431M | 609 | 10 | 1 |
Besides its headquarters, Eagle Wealth Strategies has 1 office (1 private residence, listed without an address), with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 118 Bridgeton Pike, Mullica HillHQ
Contact and registration details
- Legal name
- Eagle Wealth Strategies, LLC
- Headquarters
- 118 Bridgeton Pike, Mullica Hill, NJ 08062
- Website
- eaglewealthstrategies.com
- Phone
- 856-845-4005
- SEC file
- 801-127242
- Founded
- 2020
- Structure
- New Jersey LLC
- Fiscal year end
- December
Eagle Wealth Strategies uses Raymond James ($648M) as custodian for its separately managed accounts. Eagle Wealth Strategies has custody of $6.29M in client assets for 21 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $648M100%
At year end, Eagle Wealth Strategies’ separately managed accounts were mostly in funds (62%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $262M across 118 positions; the largest are Vanguard Index Fds (22.9%), American Centy ETF TR (12.4%) and Franklin Templeton ETF TR (10.4%).
What the accounts hold
- Stocks28%
- Funds62%
- Registered funds61%
- Pooled vehicles1%
- Bonds1%
- Cash7%
- Other2%
- Annuities2%
Reported 13F holdings
- $262M
- Reported 13F value
- 118
- Positions
- 72.1%
- In the 10 largest
- +14.8%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs22.9%
- American Centy ETF TR · US Sml CP Valu12.4%
- Franklin Templeton ETF TR · US Mid CP Mltfct10.4%
- Dimensional ETF Trust · Emerging Mkts VA7.9%
- Wisdomtree TR · US Qtly Div Grt7.3%
- Select Sector SPDR TR · ST Str Care ETF4.6%
- Eli Lilly & CO1.9%
- Amazon Com Inc.1.7%
- Exxon Mobil Corp.1.6%
- State Str SPDR S&P 500 ETF T · TR Unit1.4%
Together, the ten largest are 72.1% of reported value.
How many clients does Eagle Wealth Strategies have?
Eagle Wealth Strategies has 654 clients and manages $654 million for them, as of July 2026. They include 502 individual clients, 146 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Eagle Wealth Strategies offer?
Eagle Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Eagle Wealth Strategies charge?
Eagle Wealth Strategies charges 0.50%–1.20% a year for its Wealth management services. The fee is billed in advance and is negotiable.
Source: EAGLE WEALTH STRATEGIES DISCLOSURE BROCHURE AND PRIVACY POLICY, filed 8 October 2026
Which custodians does Eagle Wealth Strategies use?
Eagle Wealth Strategies’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $648M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Eagle Wealth Strategies have?
Eagle Wealth Strategies has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Eagle Wealth Strategies invest in?
At the end of its last fiscal year, Eagle Wealth Strategies’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 7% cash and equivalents, 2% other, 1% state and local bonds and 1% pooled vehicles (private funds and similar). The 2% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eagle Wealth Strategies?
Eagle Wealth Strategies’ direct owners are Christopher Tully (75% or more), Jessica Ortega (10% to 25%) and Steffanie Lerch (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Eagle Wealth Strategies get paid?
Eagle Wealth Strategies is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Eagle Wealth Strategies?
Eagle Wealth Strategies’ main office is at 118 Bridgeton Pike, Mullica Hill, NJ 08062. Its phone number is 856-845-4005. Its website is eaglewealthstrategies.com.