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Academy Wealth Advisers, LLC

Academy Wealth Advisers, LLC. CRD 158588

Academy Wealth Advisers, LLC logo

CRD: 158588

Academy Wealth Advisers, LLC

Pocono Pines, PA
2156032976
$53.1M Total AUM
$53.1M Disc. AUM
-- 3Y CAGR
1 Employees
300 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Vector harbor
Established Date
07-01-2011
Office Locations
1

Office Locations

-- Pocono Pines PA

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

64 AVG AGE
$53.1M AVG AUM / ADVISOR
$177.0K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Vital Capital element North Prime zenith

Client Personas

Capital Signal unison

Custodian

Horizon Momentum

Investment Themes

Harbor foundation Glacier eagle Frontier

Investment Vehicles

Ember

Services

Prime vector Insight element Vertex Eagle prime Harbor momentum Eagle

Technology

Momentum

Owner & Executives

R

RICHARD M. WELCH

Chief Compliance Officer, President

CRD
#5955239
Ownership
50% but less than 75%
(940) 515-2298
pathway.north@harborcapital.com
in linkedin.com/in/crest-north
R

ROBERT J WELCH

President

CRD
--
Ownership
10% but less than 25%
(613) 961-5911
prime.vital@frontiercapital.com
in linkedin.com/in/crest-value

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$53.1M Total SMA
Equity - Exchange:
36.1%
Corporate - Investment Grade:
18.5%
Cash:
30.1%
Municipal Bonds:
15.3%
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%

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