JM EGAN WEALTH ADVISORS, LLC
SEC file number 801-69374
· MADISON, NJ
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$163.7M
Discretionary AUM
$163.7M
Employees
5
Clients
300
Firm
- Address
- 21 GREEN VILLAGE ROAD
MADISON, NJ 07940 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- FourStar Wealth Advisors, LLC Medium name-match confidence · CIK 1976124 · IL
- Wealth Advisors Feeder Fund I, L.P. Medium name-match confidence · CIK 1771889 · IL
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 27, 2026
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FourStar Wealth Advisors, LLC · D · May 14, 2025
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 28, 2025