# Insurance & Wealth Advisors

Insurance & Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 301528
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301528

## About

INSURANCE & WEALTH ADVISORS, LLC. is a state-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does Insurance & Wealth Advisors act as a fiduciary?

As a registered investment advisor (RIA), the firm is required to act in a fiduciary capacity for its advisory clients, meaning it must put client interests ahead of its own. This is a standard regulatory obligation for RIAs under the Investment Advisers Act of 1940.

## Related profiles

- [Wealth Solutions By Design, PLLC](https://altss.com/profile/wealth-solutions-by-design-pllc)
- [CAYDEN WEALTH MANAGEMENT](https://altss.com/profile/cayden-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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