Academy Wealth Advisers, LLC
Academy Wealth Advisers, LLC (CRD# 158588) is a financial advisory firm headquartered in Penns Park, PA. They manage $20,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$333,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Richard Welch (Rick) (CRD# 5955239) is a Wealth Advisor and the Chief Investment Officer of Academy Wealth Advisers, LLC. I specialize in providing investment advice, portfolio management, diversification and asset allocation strategies. We are located in Bucks County, Pennsylvania, near the City of Philadelphia, and serve clients across the Mid Atlantic region. I serve the needs of many different types of clients, including soon-to-retire and retired, moderate to high net worth individuals, couples and families, businesses, trusts, private business owners and corporate executives. I personally manage all client relationships, portfolio management services, investment research, performance reporting, compliance and marketing. I hold FINRA Licenses Series 63 and 65 and Pennsylvania Life Insurance and Variable Licenses.
From 1981 to 1986 I proudly served on active duty as an Officer in the United States Marine Corps.
Prior to founding this firm, I had extensive corporate ownership experience. I was the cofounder of RIMIRO Corporation which would become a fully integrated municipal waste collection, landfill and recycling company. RIMIRO and its subsidiaries were merged into Waste Management, Inc. I was also the President and a shareholder of Minuteman Lubricants, an industrial lubricant manufacturer with operations in Pennsylvania, Ohio and West Virginia. Minuteman was merged into Agip Petroli, S.p.A., a subsidiary of Italian multinational oil and gas company, ENI, S.p.A. I also have extensive experience as a real estate investor.
I have been married 30 years and have three grown children. I currently serve on the Board of Directors of Heritage Conservancy which is an accredited conservation organization that specializes in open space conservation, natural resource protection and historic structure preservation.
As a midshipman, I was an offensive lineman on the Navy football team. As an alumnus, I am a regular at the Army-Navy football game.