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INSIGNIA WEALTH ADVISORY
LIBERTY 1018, LLC
CRD 323264
615 4TH AVENUE, OPELIKA, AL, 36801, United States
Phone
334-704-4783
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.7M
Discretionary AUM
$6.8M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $10.7M |
| High net worth individuals | 13 | $12.0M |
| Corporations/business entities | 1 | $56K |
All web addresses on file
Official SEC filing: View on IAPD