# Assurance Wealth Management

Assurance Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/assurancewm

## Regulatory record

- **CRD number:** 299459
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299459

## About

ASSURANCE WEALTH MANAGEMENT is a state-registered investment adviser in THE WOODLANDS, TX. The firm manages $37 million in regulatory assets under management on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### Does Assurance Wealth Management participate in fund commitments or only direct deals?

There is no public evidence of Assurance Wealth Management participating in fund commitments or direct deals. No investment transactions have been reported in financial media or databases.

### Which sectors does Assurance Wealth Management explicitly avoid?

No sector exclusions have been publicly articulated by Assurance Wealth Management. The firm's investment criteria are not documented.

### How is Assurance Wealth Management related to any parent or related vehicle?

No relationship to a parent entity, related vehicle, or spinout has been established in public records. The firm operates under its own name without known affiliations.

## Related profiles

- [Maximus Wealth Advisors](https://altss.com/profile/maximus-wealth-advisors)
- [Money Grads LLC](https://altss.com/profile/money-grads-llc)

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Last updated: 2026-07-06T01:24:11.717Z

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