# INSIGNIA WEALTH ADVISORY

INSIGNIA WEALTH ADVISORY of OPELIKA, AL is an SEC-registered investment adviser.

## Registration

- CRD: 323264
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323264/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323264/similar
- Related entities: https://search.stillhousedata.com/firm/323264/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323264

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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.