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| Secured Retirement Advisors LLC
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|---|---|
| CRD # | 144239 |
| SEC # | 801-121760 |
| CIK # | 0002012356 |
| AUM | 255.1 M (2026-02-23) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 952-460-3260 |
| Address | 6121 Excelsior Blvd St Louis Park, MN 55416 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.3 | ||
| Apple Inc | 7.1 | ||
| Microsoft Corp | 4.7 | ||
| Cisco Systems Inc | 3.9 | ||
| Alphabet Inc | 3.3 | ||
| Caterpillar Inc | 3.2 | ||
| Facebook Inc | 3.1 | ||
| Amazon Com Inc | 2.9 | ||
| Tesla Motors Inc | 2.8 | ||
| AbbVie Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 536 | 144.7 |
| (b) Individuals (high net worth individuals) | 66 | 110.4 |
| (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 | 1,732 | 255.1 |
| By Discretionary | ||
| Discretionary | 1,732 | 255.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,732 | 255.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.1 | |
| Total | 1,732 | 255.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012356] | |
| SC 13G | [0002012356] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Secured Retirement Advisors LLC | First Trust Exchange-Traded Fund VIII | [2025-02-05] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Muirfield Wealth Advisors LLC
✚
|
NC | 255.8 M |
|
Delaware Avenue Wealth Planners LLC
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DE | 255.6 M |
|
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AZ | 255.6 M |
|
International Private Wealth Advisors LLC
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CA | 255.3 M |
|
Sorenson Impact Advisory LLC
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UT | 255.1 M |
|
Pathwise Wealth Partners LLC
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CA | 255.0 M |
|
KOA Wealth Management LLC
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|
254.9 M | |
|
Modern Capital Advisors LLC
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NC | 254.8 M |
|
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TN | 254.7 M |
|
Hartmann Taylor Wealth Management LLC
✚
|
TX | 254.6 M |