CRD: 299459
Assurance Wealth Management
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-16-2019
- Office Locations
- 1
Office Locations
About Assurance Wealth Management
Assurance Wealth Management is a boutique, independent fiduciary firm serving business owners, executives, and families nationwide from The Woodlands, Texas. It delivers investment management plus coordinated planning across retirement, tax optimization, insurance, and legacy/estate strategies, alongside business advisory support (forecasting, valuation, exit planning). Its Assurance Family Office virtual family office model provides access to 60+ specialists across 40+ disciplines.
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Investment Themes
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Owner & Executives
JAIMIN Michael GARABEDIAN
Chief Compliance Officer, Founder
- CRD
- #5984318
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,027,181 | -- |
| Non-Discretionary | $336,739 | -- |
| Total | $37,363,920 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,363,920
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $861,436,935 | 27.8% |
| Other | $1,096,937,680 | 35.4% |
| Equity - Exchange | $808,759,137 | 26.1% |
| Cash | $331,560,259 | 10.7% |
| Total | $3,098,694,011 | 100.0% |