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ASSURANCE WEALTH MANAGEMENT
GB WEALTH ADVISORS LLC
CRD 299459
9400 GROGANS MILL RD, SUITE #340, THE WOODLANDS, TX, 77380, United States
Phone
(281) 440-4200
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$37.4M
Discretionary AUM
$37.0M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $13.3M |
| High net worth individuals | 19 | $24.1M |
All web addresses on file
Official SEC filing: View on IAPD