RIA Intel›Advisers›Florida›INSURAWEALTH, LLC

INSURAWEALTH, LLC

Advisory

FL

Data as of Apr 2, 2026 · Source: SEC Form ADV

Rank in FL
#2,037
of 2,610 advisers by AUM
Average account
$75K
across 228 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM
$17M
Discretionary %
100%
Clients
97
Employees
1

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$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients97
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

JCM ADVISORS OF CRYSTAL RIVER, LLC
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$17M
+25.6% 1Y
RELIANCE WEALTH & TRUST PARTNERS, LLC
TAMPA, FL
$17M
-55.1% 1Y
INTEGRATED RETIREMENT ADVISORS, LLC
WEST PALM BEACH, FL
$17M
PRUDENT FINANCIAL PLANNING LLC
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$17M
ETERNAL CAPITAL, LLC
MIAMI, FL
$17M
CLEARTREE ASSET MANAGEMENT, INC.
TAMPA, FL
$17M

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