CRD: 160051
Marc C Helfrich Registered Investment Advisor
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-26-2012
- Office Locations
- 1
Office Locations
About Marc C Helfrich Registered Investment Advisor
Insured Wealth Management (Marc C. Helfrich) is a Texas-based fiduciary RIA focused on pre-retirees and retirees. The firm builds customized retirement plans covering Social Security timing, cash-flow distributions, and tax- and inflation-aware portfolio guidance. Reported managed portfolios are primarily ETF-based, with custody through Schwab and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 82 clients, or 82 clients per representative. That equates to $408.5K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
MARC CHRISTOPHER HELFRICH
Chief Compliance Officer, Owner
- CRD
- #4564400
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $33,500,000 | -- |
| Total | $33,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Marc C Helfrich Registered Investment Advisor has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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