$3.7M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2008
- Office Locations
- 1
Office Locations
2429 Manatee Avenue East Unit 1 Bradenton FL
About Assurity Wealth Management
Assurity Wealth Management is an independent, fiduciary RIA serving people preparing for retirement or already retired. The firm takes a total-wealth approach spanning retirement income planning, tax planning, 401(k)/plan rollovers, and coordination around estate and inheritance planning. Portfolio advice is selected without broker-dealer product constraints, with custody through Charles Schwab.
Team overview
-- AVG AGE
$3.7M AVG AUM / ADVISOR
$111.3K AVG AUM / CLIENT
18.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID SCOTT APPLEBY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3259135
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,673,617 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,673,617 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - OTC:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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