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ASSURITY WEALTH MANAGEMENT

BEESURE WEALTH MANAGEMENT, INC.

CRD 143451

Visit website

2429 MANATEE AVENUE EAST, UNIT 1, BRADENTON, FL, 34208, United States

Phone

941-739-5006

Fax

941-866-0998

Registration

— (—)

Source

State registered

Total AUM

$3.7M

Discretionary AUM

$3.7M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingTHIRD-PARTY MONEY MANAGEMENT

Client types

TypeClientsAUM
Individuals33$3.7M

All web addresses on file

Official SEC filing: View on IAPD