Insurance & Wealth Advisors, LLC

Overview

Insurance & Wealth Advisors, LLC is a small, privately owned limited liability company that provides portfolio management services to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports an owner-type of individual. Its regulatory filings indicate a non-discretionary operating model and a client base focused on individual and family relationships rather than institutional mandates. The adviser is not designated as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company, which may influence the types of products and solutions it recommends.

Assets & Accounts

Investments & Alternatives