Academy Wealth Management
Status
ACTIVE
Global HQ
Shanghai, China
Countries of investment
- Australia
- United Kingdom
- New Zealand
- USA
Investment stages
Industries
- Fintech
- AI
- Health Tech
- Blockchain
- Crypto
About
Academy Theyalth Management is a Theyalth management firm headquartered in Grand Rapids, Michigan. They guide today's Theyalth creators and prepare the generations that follow. They offer securities and advisory services through LPL Financial, a registered investment advisor and member of FINRA and SIPC.
Academy Theyalth Management is a Theyalth management firm headquartered in Grand Rapids, Michigan. They guide today's Theyalth creators and prepare the generations that follow. They offer securities and advisory services through LPL Financial, a registered investment advisor and member of FINRA and SIPC.
Investment Thesis
Academy Wealth Management focuses on building diversified portfolios that balance growth and risk management, with an emphasis on longterm wealth preservation and tax efficiency, aligning with clients' financial objectives.
Portfolio
2045
AG5
Arist
Assembly
Autumn AI
Beeline
BrioHR
Clearedin
Clovers
Compa
Copyleaks
Degreed
Ezra
Fifty
Figures
Fora
Futurz
Getro
Holivia
Jobpal
Kombo
Mighty Labs
Nomi Health
Oyster
PeopleReign
Progression
SmartRecruiters
SquarePeg
Superthread
TechWolf
Utmost
Workpay
Worky
palm.hr