Eaglestone Wealth Advisors

Trust Score 80%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Eaglestone Wealth Advisors, federally registered in 2007, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 4 advisors. Eaglestone Wealth Advisors manages $173.5 million and provides investment advisory services for 248 clients (1:62 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $80,000
Average Client Balance $699,762
Hybrid Advisor Yes
Disciplinary History No
Total AUM $173.5 million
Advisor / Client Ratio 1:62
Headquarters Rockville, MD
SEC Filings Forms and Brochures    (CRD # 141014)
State(s) Registered MD

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