I
CRD: 301528
Insurance & Wealth Advisors, Llc.
Coolidge, AZ
6029995796
$2.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
7 yrs Firm Age
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- Custodian
- American Funds ยท Capital Group
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-09-2019
- Office Locations
- 1
Office Locations
-- Coolidge AZ
About Insurance & Wealth Advisors, Llc.
Insurance & Wealth Advisors, Llc. is a Coolidge-based RIA. The firm has been operating for 7 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Capital Group. Services offered include Insurance, Portfolio Construction, Retirement Plans.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Client Personas
Alpha
Investment Vehicles
Element
Services
Crest north Crest meridian Summit insight Ridge
Owner & Executives
D
DENNIS MICHAEL JOHNSON
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2370640
- Ownership
- 75% or more
(334) 608-3734
wave.eagle@deltacapital.com
in linkedin.com/in/unison-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $6,143,781,621 | 100.0% |
| Total | $6,143,781,621 | 100.0% |