Updated:Aug 11, 2026

Assurity Wealth Management

Assurity Wealth provides truly independent financial advice and retirement planning. The firm works with people preparing for retirement or already retired,...

Assurity Wealth Management

Assurity Wealth provides truly independent financial advice and retirement planning. The firm works with people preparing for retirement or already retired, taking a total wealth perspective across financial life, long-term retirement goals, and estate planning. As a Registered Investment Advisor (RIA), it is held to a fiduciary standard and legally bound to work in the client's best interest.

Website

assuritywealth.com

General information

Firm type

RIA

Location

City

Bradenton

Principals

David Appleby

Sector focus

People preparing for retirement or already retired

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.

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