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Richard M. Welch

Academy Wealth Advisers, LLC

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About Richard M. Welch

Richard M. Welch is an investment advisor representative at Academy Wealth Advisers, LLC. Richard is a licensed investment advisor in Pennsylvania, having passed the Series 65 exam. He has been registered with the state since 2011. Academy Wealth Advisers, LLC serves individuals and corporations providing portfolio management services.

Firm Information

Richard Welch is currently registered with Academy Wealth Advisers, LLC. Academy Wealth Advisers, LLC is an investment advisory firm with approximately $45.2 million in regulatory assets under management. They provide portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals. They have a total of 150 accounts with 15 clients being high-net-worth individuals.

$45.20M

Assets Under Management

150

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Welch’s Registration & Firm History

PA

09/07/2011 - Present

Academy Wealth Advisers, LLC (POCONO PINES PA)

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Licenses & Designations

BC

Issued 05/27/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/06/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard M. Welch.
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