ASSURITY WEALTH MANAGEMENT

ASSURITY WEALTH MANAGEMENT of BRADENTON, FL is an SEC-registered investment adviser (CRD 143451). Regulatory assets under management: $3.7M.

Registration

• CRD: 143451
• Type: Registered investment adviser
• Location: 2429 MANATEE AVENUE EAST, BRADENTON, FL, 34208
• Phone: 941-739-5006
• Latest filing: 2026-03-23
• Regulatory AUM: $3.7M
• Discretionary AUM: $3.7M
• Clients: 2
• Accounts: 34

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143451 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search