Overview
Assets Under Management: $132 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 171
Average Client Assets: $0.5 million
Frequently Asked Questions
SECURE WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290572), SECURE WEALTH, INC. is subject to fiduciary duty under federal law.
SECURE WEALTH, INC. is headquartered in BOCA RATON, FL.
SECURE WEALTH, INC. serves 171 high-net-worth clients according to their SEC filing dated April 27, 2026. View client details ↓
According to their SEC Form ADV, SECURE WEALTH, INC. offers portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
SECURE WEALTH, INC. manages $132 million in client assets according to their SEC filing dated April 27, 2026.
According to their SEC Form ADV, SECURE WEALTH, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.91%
Average Client Assets: $0.5 million
Total Client Accounts: 266
Discretionary Accounts: 266
Regulatory Filings
CRD Number: 290572
Filing ID: 2098900
Last Filing Date: 2026-04-27 12:30:08