Academy Wealth Advisers Revenue

Investment Management • Newtown, Connecticut, United States • 1-10 Employees

Academy Wealth Advisers revenue & valuation

Annual revenue	$15,200,000
Revenue per employee	$15,118,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$48,400,000
Total funding	No funding

Key Contact at Academy Wealth Advisers

Rick Welch

President, Wealth Advisor and Chief Investment Officer

Company overview

Headquarters	Newtown, Connecticut, United States
Phone number	+12156032976
Website	academywealthadvisers.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Asset Management, Portfolio Management, Investment Management, Asset Allocation Strategies
Founded	2011
Employees	1-10
Socials

Academy Wealth Advisers Email Formats

Academy Wealth Advisers uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@academywealthadvisers.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@academywealthadvisers.com	100%

About Academy Wealth Advisers

Academy Wealth Advisers is a Registered Investment Advisor (RIA) firm which specializes 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. We 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Academy Wealth Advisers has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Academy Wealth Advisers has never raised funding before.

Frequently asked questions

Academy Wealth Advisers is located in Newtown, Connecticut, US.

You can reach Academy Wealth Advisers at +12156032976.

Academy Wealth Advisers generates an estimated annual revenue of $15,117,692. This revenue figure reflects the company's market position and business performance in its industry.

Academy Wealth Advisers has an estimated valuation of $48,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Academy Wealth Advisers was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Academy Wealth Advisers has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Academy Wealth Advisers

Rick Welch

President, Wealth Advisor and Chief Investment Officer

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