Teacher Wealth

Overview

Teacher Wealth is a small, independent registered investment adviser that focuses on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm runs a traditional advisory practice centered on pooled public funds — primarily mutual funds — as its core portfolio vehicle, while also making selective use of alternative investments through third‑party managers. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and supplements that with hourly, subscription and fixed‑fee offerings, indicating a hybrid service model that accommodates both ongoing portfolio management clients and project‑based or advisory engagements. Investment behavior indicates a preference for accessible, manager‑driven solutions rather than bespoke, internally managed strategies. Teacher Wealth is not positioned as a capital allocator or fund sponsor; instead it sources exposure to private markets, hedge strategies and digital assets via external fund managers. The firm does not identify as an active ESG investor and operates from a single office with a client focus that appears regional rather than national.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices