Insurawealth, LLC

Overview

Insurawealth, LLC operates as a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves both individual and family clients as well as some institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, pension consulting services, and advisor-selection work. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements, and the firm acts as a capital allocator when selecting third-party managers. Investment posture is equity‑centric: filings identify a clear preference for exchange‑traded equities as the primary portfolio building block. The firm does not position itself as an ESG-active manager and is not registered as a multi-state adviser. Given its advisory activities, Insurawealth appears to blend discretionary portfolio management with bespoke planning projects and outsourced-adviser oversight for clients who require access to specialized manager skill sets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices