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SECURE WEALTH, INC.
CRD 290572 · SEC 801-134047
7280 W. PALMETTO PARK ROAD, SUITE 201N, BOCA RATON, FL, 33433, United States
Phone
561-340-2667
Fax
561-362-2294
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.0M
Discretionary AUM
$132.0M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $45.0M |
| High net worth individuals | 171 | $87.0M |
States served
CA, NC, FL
All web addresses on file
Official SEC filing: View on IAPD