IDLE HILL ADVISORS LLC
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About the firm
The Wealth Training Academy (WTA) is an SEC-registered investment advisory firm that operates as a fiduciary, offering coordinated wealth management services including taxes, investments, insurance, Medicare, Social Security, and estate planning. Since 2005, the WTA Team has saved clients over $25 million in unnecessary taxes and fees through their proprietary Wealth Shield System™. WTA positions itself as a 'family office' alternative for individuals with $500,000 or more in investable assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax services, investment management, insurance, Medicare, Social Security, estate planning, and business financial planning, all coordinated through WTA's Wealth Shield System™ with real-time access to every aspect of clients' financial lives.
Who they serve
Individuals and families with $500,000 or more in investable assets, particularly those approaching or in retirement, as well as business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 143 | $46M |
| High Net Worth Individuals | 57 | $61M |
| Charitable Organizations | 1 | $447k |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Below $500,000 | 1.45% |
| $500,001 – $2,000,000 | 1.25% |
| $2,000,001 – $5,000,000 | 1.00% |
| $5,000,001 and up | 0.75% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IDLE HILL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.