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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Secure Wealth Inc
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|---|---|
| CRD # | 290572 |
| SEC # | 801-134047 |
| CIK # | |
| AUM | $113.0 M (2025-06-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 561-340-2667 |
| Address | 7280 W Palmetto Park Road Boca Raton, FL 33433 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 14.3 |
| (b) Individuals (high net worth individuals) | 82 | 98.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 233 | 113.0 |
| By Discretionary | ||
| Discretionary | 233 | 113.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 233 | 113.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.0 | |
| Total | 233 | 113.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthmark LLC
✚
|
WA | 0.1 |
|
44 North Capital LLC
✚
|
VT | 0.1 |
|
Regal Advisory Services Inc
✚
|
IL | 0.1 |
|
Arete Wealth Strategists LLC
✚
|
0.1 | |
|
Virtus Financial Partners LLC
✚
|
0.1 | |
|
Whitwell & Co LLC
✚
|
0.1 | |
|
Derive Wealth LLC
✚
|
CA | 0.1 |
|
Wallick Investments LLC
✚
|
SC | 0.1 |
|
Peterson Financial Services LLC
✚
|
CO | 0.1 |
|
Strategic Portfolio Solutions LLC
✚
|
TX | 0.1 |