About Eaglestone Tax & Wealth Advisors
Eaglestone Tax & Wealth Advisors is a private company based in Rockville, Maryland, incorporated in 2021 in Florida. It has reported $3,990,000 raised in one offering on Form D since July 2024.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jul 1, 2024 | Jul 9, 2024 | $3,990,000fully sold | 2 | $1.9M | EquityRule 506(b) | Form D ↗ |
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Eaglestone Tax & Wealth Advisors's Form D filed Jul 9, 2024.
JW
James Warring
Executive officer