# Teacher Wealth

> Teacher Wealth is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 309400
- Filed as: TEACHER WEALTH
- Legal name: Teacher Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Iowa
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309400
- AdvisorCensus page: https://advisorcensus.com/firm/teacher-wealth-309400

## Quick answers

**How is Teacher Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Teacher Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Is Teacher Wealth registered with the SEC or a state?**
Teacher Wealth is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309400.

**How much does Teacher Wealth manage?**
Teacher Wealth reports $18,169,878 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (96% discretionary).

**What types of clients does Teacher Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (4).

**Does Teacher Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309400

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,169,878
- Discretionary: $17,374,211
- Non-discretionary: $795,667

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $15,487,434 |
| High net worth individuals | 4 | $2,682,444 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- teacherwealth.com
- Facebook @TeacherWealth
- LinkedIn @teacher-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Teacher Wealth (CRD 309400): Form ADV filing data as of October 2026.