Assurity Wealth Management

Assurity Wealth Management (CRD# 143451) is a financial advisory firm headquartered in Bradenton, FL. They manage $2,250,000 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Assurity Wealth Management
Showing 1 - 1 of 1 top financial advisors.
David S. Appleby
CRD#: 3259135
2429 Manatee Avenue East, Unit 1, Bradenton, FL 34208

David Appleby (CRD# 3259135) is an Investment Advisor Representative working at Assurity Wealth Management in Bradenton, FL and has over 10 years of experience in the finance industry.

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