Assurance Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high‑net‑worth clients as a single‑advisor independent advisory practice, managing about $37.4 million for roughly 56 client relationships. It offers both discretionary and non‑discretionary asset management alongside comprehensive financial planning and consulting.
Portfolios are tailored to each client’s goals, time horizon and risk tolerance, with methodology that references Modern Portfolio Theory and technical analysis and a program of regular account reviews. The firm may use options, structured notes, mutual funds and ETFs and integrates retirement and Social Security planning into its financial planning work, with the brochure outlining the specific risks of those instruments and strategies.
A noteworthy characteristic is the principal’s affiliated insurance business (an insurance agency operated by the firm’s owner), with approximately half of the principal’s time devoted to insurance activities; affiliated representatives may receive commission compensation for insurance products, a conflict the brochure discloses and says is mitigated by procedures and the firm’s fiduciary obligations. The firm otherwise operates as a solo independent adviser, relies on a custodial broker for execution and receives certain custodial/soft‑dollar benefits described in the brochure.
Client services
Expertise
Fee options
$1,500 to $2,500 for financial planning
1.00% annually
Main office
9400 Grogans Mill Rd, Suite 340
The Woodlands TX 77380
Advisors at this office
1
Most active in
Texas
Also doing business as
Assurance Wealth Management · Gb Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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