INSIGNIA WEALTH ADVISORY

INSIGNIA WEALTH ADVISORY of OPELIKA, AL is an SEC-registered investment adviser (CRD 323264). Regulatory assets under management: $22.7M.

Registration

• CRD: 323264
• Type: Registered investment adviser
• Location: 615 4TH AVENUE, OPELIKA, AL, 36801
• Phone: 334-704-4783
• Latest filing: 2026-03-10
• Regulatory AUM: $22.7M
• Discretionary AUM: $6.8M
• Non-discretionary AUM: $15.9M
• Clients: 1
• Accounts: 192

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search