ASSURANCE WEALTH MANAGEMENT

ASSURANCE WEALTH MANAGEMENT of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 299459). Regulatory assets under management: $37.4M.

Registration

• CRD: 299459
• Type: Registered investment adviser
• Location: 9400 GROGANS MILL RD, THE WOODLANDS, TX, 77380
• Phone: (281) 440-4200
• Latest filing: 2026-04-28
• Regulatory AUM: $37.4M
• Discretionary AUM: $37.0M
• Non-discretionary AUM: $337K
• Clients: 2
• Accounts: 158

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299459 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search