Secure Asset Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 18, 2026, reports $871M in regulatory assets under management, 55 employees, 31 offices, and 4,609 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.9% of total clients.
Top client categories% of clientsClients
1
Individuals
91.9%
2,644
2
HNWI
8.1%
233
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$871Mas of March 18, 2026
Discretionary90.6%
$789M
91% of total RAUM90.6%
Non-discretionary9.4%
$82M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$871M
Total Accounts4,609
10Y AUM Change+$768M (+751.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees55
Clients per Employee52:1
10Y Employee Change+42 (+323.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.