Fundraising FoxEaglestone Tax & Wealth
Rockville, US · Founded 2021 · Florida corporation
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EagleStone Tax & Wealth Advisors provides investment management, financial planning, wealth advisory, accounting, and tax planning services to high net worth individuals and families. The firm operates as an independent fiduciary serving clients nationally and internationally from its Washington, DC/Baltimore metropolitan area offices.
Founders & leadership
JW
James WarringExecutive
BH
Benjamin H. Dorsey
YA
Yohan Allender
Reported raises · per SEC filings
Form D private placements$4M disclosed across 1 round · 2024
▶$4MraisedJul 2024 · 2 investors · OtherRule 506(b)
▶$4MraisedJul 2024 · 2 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- James WarringExecutive Officer
- Offering amount
- $4M
- Amount sold
- $4M
- Minimum investment
- $1.9M
- First sale
- Jul 2024
- Incorporated
- Corporation, Florida, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Related companies · 2
SmartAssetSmartAsset is an online provider of consumer-focused financial information, educational content, and personal finance calculators and tools. It also runs SmartAsset AMP, a national marketplace that matches consumers with fiduciary financial advisors who fit their target client profile.
IntuitIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Companies working in the same space as Eaglestone Tax & Wealth.
Frequently asked questions
- What does Eaglestone Tax & Wealth do?
- EagleStone Tax & Wealth Advisors provides investment management, financial planning, wealth advisory, accounting, and tax planning services to high net worth individuals and families. The firm operates as an independent fiduciary serving clients nationally and internationally from its Washington, DC/Baltimore metropolitan area offices.
- How much funding has Eaglestone Tax & Wealth raised?
- Eaglestone Tax & Wealth has disclosed $4M raised across 1 round.
- Where is Eaglestone Tax & Wealth headquartered?
- Eaglestone Tax & Wealth is headquartered in Rockville, US.