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ACADEMY WEALTH ADVISERS, LLC
Academy Wealth Advisers, LLC is a state-registered investment adviser in Pocono Pines, PA. The firm manages approximately $53 million in regulatory assets.
Overview
Academy Wealth Advisers, LLC is a state-registered investment adviser in Pocono Pines, PA. The firm manages approximately $53 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Academy Wealth Advisers, LLC a fiduciary?
As a registered investment adviser, Academy Wealth Advisers, LLC is legally required to act as a fiduciary under the Investment Advisers Act of 1940. This means it must put client interests ahead of its own and disclose any conflicts of interest.
What services does Academy Wealth Advisers provide?
Typical services for an RIA of this profile include investment management, financial planning, retirement planning, estate planning, and asset allocation advice. No specific service menu has been publicly confirmed.
What is the minimum account size for Academy Wealth Advisers?
No minimum account size has been disclosed by the firm in any public filing or marketing material. Minimums, if any, are not publicly available.
How can I verify Academy Wealth Advisers' registration?
The firm's registration can be verified via the SEC's Investment Adviser Public Disclosure (IAPD) database or state securities regulators. No CRD number is publicly associated with this firm name.
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