ACADEMY WEALTH ADVISERS, LLC

ACADEMY WEALTH ADVISERS, LLC is an SEC-registered investment adviser (CRD 158588). Regulatory assets under management: $53.1M.

Registration

• CRD: 158588
• Type: Registered investment adviser
• Phone: 215-603-2976
• Latest filing: 2026-01-12
• Regulatory AUM: $53.1M
• Discretionary AUM: $53.1M
• Clients: 1
• Accounts: 150

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158588 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search