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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

JM EGAN WEALTH ADVISORS, LLC

CRD 121134

MADISON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d3b8434e-a44e-b1e3-d31c-056a58d91fea

Data as of Mar 18, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 23, 2012 to Mar 18, 2016
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $205MItem 5.F on the latest filing (2016-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $205M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Accounts: 366
SEC number: 801-69374
CRD: 121134
Filings on the tape: 9
First filed: Jan 23, 2012
Latest filed: Mar 18, 2016
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EGAN, JOHN, MCNAMARA	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	05/2007	Jan 23, 2012	Mar 18, 2016

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SEA GIRT	Nj	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 18, 2016	$205M	$205M	4	2	n/a	n/a	n/a
2014	Feb 13, 2015	$164M	$164M	5	2	n/a	n/a	n/a
2013	Feb 6, 2014	$147M	$147M	1	1	n/a	n/a	n/a
2012	Mar 28, 2013	$129M	$129M	1	1	n/a	n/a	n/a
2011	Jan 23, 2012	$111M	$111M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$205M	$164M	25.2%	$129M	16.6%	4	5	n/a	n/a

Relationships

Controls (1)

← EGAN, JOHN, MCNAMARAOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 23, 2012 to presentfactForm ADV

Registered with (3)

← JOHN MCNAMARA EGANAdvisorregistration: previous registration
Jul 1, 2002 to Sep 20, 2016factForm ADV
← DANIEL JOHN FIELDAdvisorregistration: previous registration
Jun 18, 2015 to May 4, 2016factForm ADV
← JANET SANTA SHERRYAdvisorregistration: previous registration
Jan 24, 2006 to Jul 26, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3b8434e-a44e-b1e3-d31c-056a58d91fea
First observed: Jan 23, 2012
Last observed: Mar 18, 2016 127 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JM EGAN WEALTH ADVISORS, LLC

CRD 121134

MADISON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d3b8434e-a44e-b1e3-d31c-056a58d91fea

Data as of Mar 18, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EGAN, JOHN, MCNAMARA

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

05/2007

Jan 23, 2012

Mar 18, 2016

City

State

Country

Employees

Also broker-dealer

SEA GIRT

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 18, 2016

$205M

n/a

2014

Feb 13, 2015

$164M

n/a

2013

Feb 6, 2014

$147M

n/a

2012

Mar 28, 2013

$129M

n/a

2011

Jan 23, 2012

$111M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$205M

$164M

25.2%

$129M

16.6%

n/a