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Insurawealth, LLC

Insurawealth, LLC. CRD 284628

Insurawealth, LLC logo

CRD: 284628

Insurawealth, LLC

Tampa, FL
3055864006
insurawealth.com
$17.1M Total AUM
$17.1M Disc. AUM
-- 3Y CAGR
1 Employees
191 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Altruist · Betterment · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
10-06-2016
Office Locations
1

Office Locations

-- Tampa FL

About Insurawealth, LLC

InsuraWealth offers comprehensive wealth management for individuals and families, pairing personalized financial planning (retirement, tax strategy, cash flow, and insurance/risk management) with professional portfolio management. Investments follow a systematic, risk-first, data-driven process powered by the firm’s proprietary Atlas analytics platform, with transparent performance reporting designed to reduce emotional decision-making. Works with custodians including Schwab and Altruist.

Team overview

39 AVG AGE
$17.1M AVG AUM / ADVISOR
$89.7K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Focus pathway

Custodian

Insight Atlas vector Meridian

Investment Themes

Pioneer Momentum horizon Oak pathway

Investment Vehicles

Ridge catalyst

Services

Prime catalyst Beacon wave Vertex delta Unison Insight timber Matrix catalyst Catalyst eagle Unison

Owner & Executives

PIERRE-EMMANUEL JOUVE

PIERRE-EMMANUEL JOUVE

Chief Compliance Officer, President

CRD
#6061859
Ownership
75% or more
(415) 893-2363
north.meridian@foundationcapital.com
in linkedin.com/in/unison-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $17,134,757 --
Non-Discretionary $0 --
Total $17,134,757 --

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Separately Managed Accounts

Total SMA Asset: $17,134,757

$17.1M Total SMA
Equity - Exchange:
32.7%
Cash:
33.6%
U.S. Government/Agency:
33.7%
Asset class Assets Assets %
Equity - Exchange $2,676,314,791 32.7%
Cash $2,749,974,831 33.6%
U.S. Government/Agency $2,758,159,281 33.7%
Total $8,184,448,903 100.0%

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