ST LOUIS PARK, MNCRD 144239Latest ADV February 23, 2026
Secured Retirement Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St Louis Park, MN. Its latest Form ADV filing, dated February 23, 2026, reports $255M in regulatory assets under management, 6 employees, 1 office, and 1,732 accounts.
Assets Under Management
$255M
Employees
6
Offices
1 office
Total Clients
602
Primary office
ST LOUIS PARK, MN
6121 EXCELSIOR BLVD, ST LOUIS PARK, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.0% of total clients.
Top client categories% of clientsClients
1
Individuals
89.0%
536
2
HNWI
11.0%
66
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$255Mas of February 23, 2026
Discretionary100.0%
$255M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$255M
Total Accounts1,732
10Y AUM Change+$133M (+108.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee100:1
10Y Employee Change0 (0.0%)
* 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.