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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector harbor
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
About Academy Wealth Advisers, LLC
Academy Wealth Advisers provides comprehensive financial planning plus investment management, retirement planning, and 401(k) active management. The team focuses on efficient investing, diversification, and strategic/tactical asset allocation grounded in research. They serve soon-to-retire and retired investors, moderate-to-high net worth individuals, and entities like businesses, trusts, and executives. Accounts are custodied at Charles Schwab, and clients receive a custom monthly performance report.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD M. WELCH
Chief Compliance Officer, President
- CRD
- #5955239
- Ownership
- 50% but less than 75%
ROBERT J WELCH
President
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $424,539,229 | 36.1% |
| Corporate - Investment Grade | $217,561,655 | 18.5% |
| Cash | $353,978,692 | 30.1% |
| Municipal Bonds | $179,929,369 | 15.3% |
| Total | $1,176,008,945 | 100.0% |