CRD: 158588
Academy Wealth Advisers, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 300 clients, or 300 clients per representative. That equates to $177.0K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on January 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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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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
SMA allocation detail is available
Academy Wealth Advisers, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.