InsuraWealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,134,757
Clients
94
Advisors
1
of 1 employees
About
InsuraWealth is a state‑registered independent investment adviser that serves a mix of individual clients, charitable and corporate clients, and pension and profit‑sharing plans. Services include discretionary portfolio management, introduction to third‑party money managers, and one‑on‑one financial planning offered as both ongoing engagements and hourly work.
The firm primarily constructs passively oriented portfolios using index mutual funds and ETFs while also employing fundamental, technical, cyclical and charting analysis as part of investment reviews and financial plans. It performs due diligence and periodic monitoring of recommended outside managers and works with clients to establish investment policy statements and asset allocation targets tied to individual goals and risk tolerance.
What distinguishes the firm from many peers is its active provision of pension and profit‑sharing plan consulting — including developing plan investment policy statements, assisting with QDIA selection, participant education, and governance support — and its acknowledgement of fiduciary obligations under ERISA when advising plans. Although a single‑advisor practice, the firm uses multiple institutional platforms (including Betterment Institutional, Charles Schwab’s institutional program, and digital custody arrangements) to access custodial, trading and practice‑management services for client accounts.
Client services
Expertise
Fee options
$0 - $249,999: 0.90% $250,000 - $499,999: 0.80% $500,000 - $999,999: 0.70% $1,000,000+: 0.65%
$250 per hour for financial planning
Financial Planning ongoing fee: $50 per month
Fee-only: Financial Planning: $50 per month (ongoing), $250 per hour (hourly fee)
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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