SECURE WEALTH, INC.
other names
- SECURE WEALTH, INC.
- SECURE WEALTH PLANNING GROUP
Adviser Profile
| As of Date | 03/06/2026 |
| ADV Location | BOCA RATON, FL, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Registration | SEC, Approved, 07/30/2025 |
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| Former registrations | |
| AUM* | 132,000,000 17% |
| of that, discretionary | 132,000,000 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 496,241 2% |
| % High Net Worth | 77.38% 41% |
| 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
- 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