# Assurity Wealth Management

> Assurity Wealth Management is a state-registered investment advisory firm in Bradenton, FL, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 143451
- Filed as: ASSURITY WEALTH MANAGEMENT
- Legal name: Beesure Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bradenton, FL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143451
- AdvisorCensus page: https://advisorcensus.com/firm/assurity-wealth-management-bradenton-fl-143451

## Quick answers

**How is Assurity Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Assurity Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Assurity Wealth Management located?**
Assurity Wealth Management's principal office is in Bradenton, FL, according to its Form ADV.

**Is Assurity Wealth Management registered with the SEC or a state?**
Assurity Wealth Management is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 143451.

**How much does Assurity Wealth Management manage?**
Assurity Wealth Management reports $3,673,617 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Assurity Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33).

**Does Assurity 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/143451

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,673,617
- Discretionary: $3,673,617
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $3,664,835 |
| Corporations or other businesses not listed above | Fewer than 5 | $8,782 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assuritywealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Assurity Wealth Management (CRD 143451): Form ADV filing data as of October 2026.