CRD: 323814
Eagle Wealth Strategies
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2023
- Office Locations
- 1
Office Locations
About Eagle Wealth Strategies
Eagle Wealth Strategies delivers personalized wealth management and financial planning, helping retirees, women investors, families, and business owners navigate markets toward long-term goals. The team supports portfolio construction and investment planning alongside estate and charitable planning, risk management, and insurance/annuity solutions. Portfolios commonly use mutual funds and ETFs, and the practice operates on the Raymond James platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Christopher Thomas Tully
Managing Partner, Senior Wealth Advisor, Wealth Advisor
- CRD
- #4814705
- Ownership
- 75% or more
STEFFANIE ANN LERCH
PARTNER, Wealth Advisor
- CRD
- #4573773
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
Erin Marie Fago
Relationship Manager
- CRD
- #7325471
DAVID STEVEN KOEHLER
Wealth Advisor
- CRD
- #6589146
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $553,401,453 | $340,555 |
| Non-Discretionary | $100,444,575 | $494,801 |
| Total | $653,846,028 | $357,684 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing