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Assurity Wealth Management
ASSURITY WEALTH MANAGEMENT is an SEC-registered investment adviser in BRADENTON, FL. The firm manages around $4 million in regulatory assets.
Assurity Wealth Management
ASSURITY WEALTH MANAGEMENT is an SEC-registered investment adviser in BRADENTON, FL. The firm manages around $4 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
What is known about the leadership team at Assurity Wealth Management?
No named principals or investment decision-makers for Assurity Wealth Management appear in public records. The firm has not disclosed a CEO, CIO, or any managing staff through its website, LinkedIn, or media coverage.
What investment sectors does Assurity Wealth Management focus on?
The firm has not publicly stated any sector preferences. No confirmed investments in technology, healthcare, real estate, or other asset classes exist in public sources.
Does Assurity Wealth Management participate in direct deals or fund commitments?
There is no verifiable information on whether the firm engages in direct investments, fund-of-funds allocations, or co-investments. Its investment structure remains entirely undisclosed.
Where is Assurity Wealth Management based?
The firm has not published a headquarters address or city location. Its geographic operating base is unknown from public sources.
How large is Assurity Wealth Management in terms of assets under management?
The firm does not disclose its AUM, and no third-party estimates from credible publications exist. Its scale is effectively unknown.
What is the wealth origin behind Assurity Wealth Management?
The source of the family wealth managed by this office has not been publicly identified. No connection to a named individual, family business, or founder has been established.
Is Assurity Wealth Management a single-family or multi-family office?
Based on its name and limited public profile, the firm appears to be a single-family office, but this cannot be definitively confirmed as no official classification has been released.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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