SECURE WEALTH, INC.
other names
- SECURE WEALTH, INC.
- SECURE WEALTH PLANNING GROUP
Adviser Profile
| Registration status | Registration Changed to SECURE WEALTH, INC. |
| As of Date | 08/01/2025 |
| ADV Location | BOCA RATON, FL, United States |
| Adviser Type | |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| AUM* | 113,000,000 57% |
| of that, discretionary | 113,000,000 57% |
| Private Fund GAV* | 0 |
| Avg Account Size | 484,979 30% |
| % High Net Worth | 55.03% -16% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 561 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds