RIA Intel›Advisers›Florida›BEESURE WEALTH MANAGEMENT, INC.

BEESURE WEALTH MANAGEMENT, INC.

Advisory

BRADENTON, FL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in FL
#2,382
of 2,610 advisers by AUM
Average account
$108K
across 34 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
33
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, LA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ATRIUM FINANCIAL ADVISORS LLC
$4M
MONTERRA ADVISORS, LLC
ORLANDO, FL
$4M
AGGREGATE FINANCIAL SERVICES, INC.
$4M
LBA RETIREMENT PLAN SERVICES LLC
JACKSONVILLE, FL
$4M
JAMES W. WALKER, P.A.
NAPLES, FL
$4M
BUILD FINANCIAL ADVISORS, LLC
$4M

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