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ASSURANCE WEALTH MANAGEMENT

CRD No. 299459 | Texas | Insurance Adviser, RIA/Wealth Manager | Last Form ADV Filed on 03 Feb 2025 | Registration: State
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Assurance Wealth Management, operated by Jaimin Michael Garabedian, offers asset management services including discretionary and non-discretionary options. They tailor investment strategies based on individual client goals, time horizons, risk tolerance, and financial plans. The firm also provides financial planning services covering areas like cash flow analysis, retirement strategies, risk management, tax reduction, and estate preservation. Clients have the freedom to act on recommendations without any obligation to execute transactions through AWM. The firm does not offer wrap fee programs and has approximately $23.6 million in discretionary assets under management and $300,000 in non-discretionary assets as of December 31, 2024. Client-specific goals and restrictions are documented and considered in creating investment strategies. Financial plans are typically completed within ninety days, contingent upon timely documentation delivery. If conflicts of interest arise, clients are not obligated to follow AWM's recommendations.

Identifying Information
CRD No.
299459
Latest Filing
03 Feb 2025
Form of Organization
Limited Liability Company
Legal Domicile
TX, United States
Registration
State
State Regulator Details
TX | APPROVED | 2019-01-16
Contact Details
Street Address
9400 GROGANS MILL RD, SUITE #340
City
THE WOODLANDS
Postal Code
77380
Location
Texas, United States
Phone
000-000-0000
Fax
000-000-0000
Company Information
Client Type Type Clients AUM
Individuals (other than high net worth individuals) 000 $0,000,000,000
High net worth individuals 000 $0,000,000,000
Client Type with highest AUM
High net worth individuals
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
17 %
Total Reg. AUM $23,900,000
Discretionary $23,600,000
Non-Discretionary $300,000
$23.9M
Employee Strength 2
2
No. of Accounts 111
Discretionary 109
Non-Discretionary 2
111

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Direct Owners
ASSURANCE ADVISORS LLC
OWNER (75% or more)
GARABEDIAN, JAIMIN, Michael
CHIEF COMPLIANCE OFFICER (75% or more)
Indirect Owners
GARABEDIAN, JAIMIN, Michael
MEMBER/OWNER (75% or more)

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