# Assurance Wealth Management

> Assurance Wealth Management is a state-registered investment advisory firm in The Woodlands, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 299459
- Filed as: ASSURANCE WEALTH MANAGEMENT
- Legal name: GB Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299459
- AdvisorCensus page: https://advisorcensus.com/firm/assurance-wealth-management-the-woodlands-tx-299459

## Quick answers

**How is Assurance Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Assurance Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Assurance Wealth Management located?**
Assurance Wealth Management's principal office is in The Woodlands, TX, according to its Form ADV.

**Is Assurance Wealth Management registered with the SEC or a state?**
Assurance Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299459.

**How much does Assurance Wealth Management manage?**
Assurance Wealth Management reports $37,363,920 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (99% discretionary).

**What types of clients does Assurance Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); high net worth individuals (19).

**Does Assurance Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299459

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,363,920
- Discretionary: $37,027,181
- Non-discretionary: $336,739

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $13,277,478 |
| High net worth individuals | 19 | $24,086,442 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assurancewealthmanagement.com
- Facebook @AssuranceWM
- Instagram @assurancewm
- LinkedIn @assurancewm
- X @assurancewm
- YouTube @UCEPJE3dXYe4LI3cXljhV6ow

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Assurance Wealth Management (CRD 299459): Form ADV filing data as of October 2026.