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| Secure Asset Management LLC
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|---|---|
| CRD # | 144046 |
| SEC # | 801-113954 |
| CIK # | 0001800692 |
| AUM | 870.6 M (2026-06-24) |
| Employees | 54 (100% Investors, 70% Brokers) |
| Phone | 248-414-1562 |
| Address | 2565 West Maple Rd Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 29.0 | ||
| Apple Inc | 17.3 | ||
| Lam Research Corp | 10.4 | ||
| Tesla Motors Inc | 9.5 | ||
| Alphabet Inc | 9.3 | ||
| CrowdStrike Holdings Inc | 9.2 | ||
| Amazon Com Inc | 9.0 | ||
| Microsoft Corp | 8.6 | ||
| World Currency Gold Trust | 8.2 | ||
| Lilly Eli & Co | 8.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,644 | 363.9 |
| (b) Individuals (high net worth individuals) | 233 | 506.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 4,609 | 870.6 |
| By Discretionary | ||
| Discretionary | 4,144 | 788.7 |
| Non-Discretionary | 465 | 81.9 |
| Total | 4,609 | 870.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 870.6 | |
| Total | 4,609 | 870.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800692] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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