|
⚲
|
| Secura Financial LLC
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|
|
|---|---|
| CRD # | 137324 |
| SEC # | 801-113072 |
| CIK # | |
| AUM | $319.9 M (2026-05-05) |
| Employees | 8 (100% Investors, 75% Brokers) |
| Phone | 714-704-6616 |
| Address | 333 City Boulevard West, Orange, CA 92868-2944 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 60.8 |
| (b) Individuals (high net worth individuals) | 428 | 256.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 2.4 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,242 | 319.9 |
| By Discretionary | ||
| Discretionary | 1,242 | 319.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,242 | 319.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.9 | |
| Total | 1,242 | 319.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HW Capital LLC
✚
|
CA | 0.3 |
|
Sentinel Advisory Group LLC
✚
|
WI | 0.3 |
|
Elevate Wealth Management LLC
✚
|
WY | 0.3 |
|
Alhambra Investment Management LLC
✚
|
FL | 0.3 |
|
Sawyer & Co Inc
✚
|
MA | 0.3 |
|
Vista Finance LLC
✚
|
MO | 0.3 |
|
Lantern Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Alpha Wealth Management and Planning LLC
✚
|
CA | 0.3 |
|
Optivest Inc
✚
|
CA | 0.3 |
|
Promontory Financial Planning LLC
✚
|
UT | 0.3 |