This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0

Regulatory AUM

$160MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$75.4M

Private client RAUM

$141MderivedItem 5.D individuals plus high net worth individuals

Private client share

88%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$53.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

442

Individual clients

387

High net worth clients

26

SEC number

801-132240

CRD

318065

Filings on the tape

4

First filed

Apr 7, 2025

Latest filed

Jul 10, 2026

Organised

Corporation, DE

Website

inversionessura.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d5834c78-d3cb-2ca7-5613-dc6e078f1f4c

First observed

Apr 7, 2025

Last observed

Jul 10, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.