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Eaglestone Tax & Wealth Advisors, Inc.

Updated Oct 27, 2026·Latest SEC filing Jul 9, 2024·Suggest an edit

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 saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Jul 1, 2024Jul 9, 2024$3,990,000fully sold2$1.9MEquityRule 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

Sources

  1. SECEaglestone Tax & Wealth Advisors, Inc. filing history