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| Keyboard |
| Secure Wealth Inc
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|---|---|
| CRD # | 290572 |
| SEC # | 801-134047 |
| CIK # | |
| AUM | 132.0 M (2026-05-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 561-340-2667 |
| Address | 7280 W Palmetto Park Road Boca Raton, FL 33433 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 45.0 |
| (b) Individuals (high net worth individuals) | 171 | 87.0 |
| (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 | 266 | 132.0 |
| By Discretionary | ||
| Discretionary | 266 | 132.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 266 | 132.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.0 | |
| Total | 266 | 132.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tumolo Wealth Management LLC
✚
|
CT | 134.0 M |
|
Trio Wealth Management LLC
✚
|
VA | 134.0 M |
|
Arete Wealth Strategists LLC
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|
133.7 M | |
|
DBD Retirement and Financial Services LLC
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|
133.7 M | |
|
Summitpoint Capital Management
✚
|
CO | 132.5 M |
|
Wealthmark LLC
✚
|
WA | 132.0 M |
|
Schmitz Capital Partners LLC
✚
|
CA | 132.0 M |
|
Conscious Capital Wealth Management LLC
✚
|
FL | 131.3 M |
|
Messmer Capital Advisors LLC
✚
|
OH | 130.4 M |
|
Walsky Investment Management Inc
✚
|
PA | 130.2 M |