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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Secure Asset Management LLC
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| CRD # | 144046 |
| SEC # | 801-113954 |
| CIK # | 0001800692 |
| AUM | $890.0 M (2025-07-29) |
| Employees | 52 (100% Investors, 50% Brokers) |
| Phone | 248-414-1562 |
| Address | 2565 West Maple Rd Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 21.4 | ||
| Apple Inc | 12.3 | ||
| Microsoft Corp | 10.3 | ||
| Costco Wholesale Corp /NEW | 8.1 | ||
| MicroStrategy Inc | 6.6 | ||
| Tesla Motors Inc | 6.5 | ||
| Guggenheim Strategic Opportunities Fund | 6.5 | ||
| Amazon Com Inc | 5.8 | ||
| Facebook Inc | 4.0 | ||
| Lilly Eli & Co | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,518 | 446.5 |
| (b) Individuals (high net worth individuals) | 196 | 443.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,714 | 890.0 |
| By Discretionary | ||
| Discretionary | 4,339 | 824.7 |
| Non-Discretionary | 375 | 65.3 |
| Total | 4,714 | 890.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 890.0 | |
| Total | 4,714 | 890.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800692] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Pathway Financial Advisors LLC
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VT | 0.9 |
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Zevin Asset Management LLC
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MA | 0.9 |
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Weaver Consulting Group LLC
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CA | 0.9 |
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GFG Capital LLC
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FL | 0.9 |
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Apollon Financial LLC
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SC | 0.9 |
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Waterfront Wealth Inc
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KS | 0.9 |
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Principal Advised Services LLC
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IA | 0.9 |
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Worthpointe LLC
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0.9 | |
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Sensible Financial Planning and Management LLC
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MA | 0.9 |
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FPL Capital Management LLC
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LA | 0.9 |