# ASSURANCE WEALTH MANAGEMENT

ASSURANCE WEALTH MANAGEMENT of THE WOODLANDS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 299459
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299459/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299459/similar
- Related entities: https://search.stillhousedata.com/firm/299459/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299459

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.