Eagle Wealth Strategies, Llc
- Regulatory AUM
- $654M
- Discretionary
- $553M
- Clients
- 654
- Avg AUM / client
- $1000K
- Accounts
- 1,828
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 502 | $184M | 28.1% |
| High net worth individuals | 146 | $424M | 64.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.7M | 0.88% |
| Charitable organizations | Fewer than 5 clients | $758K | 0.12% |
| Corporations and other businesses | 6 | $39.8M | 6.09% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Thomas Tully | President | CFP | Dec 2022 (4y) | 75% or more |
| Melissa Lynn Phillips | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% | |
| Jessica Lynn Ortega | Partner | CFP | Apr 2023 (3y) | 10% – 25% |
| Steffanie Ann Lerch | Partner | CFP | Apr 2023 (3y) | 10% – 25% |
| Erin Marie Fago | Registered representative | Chartered Financial Consultant | Apr 2023 (3y) | |
| Paul Joseph Tully | Registered representative | CFP | Apr 2023 (3y) | |
| Ryan E Miller | Registered representative | Apr 2023 (3y) | ||
| David Steven Koehler | Registered representative | CFP | Apr 2023 (3y) | |
| Charles William Scogna | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 999 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CONSULTING FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Raymond James $648M (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗