Secure Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated April 27, 2026, reports $132M in regulatory assets under management, 3 employees, 2 offices, and 266 accounts.
Assets Under Management
$132M
Employees
3
Offices
2 offices
Total Clients
221
Primary office
BOCA RATON, FL
7280 W. PALMETTO PARK ROAD, SUITE 201N, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.4% of total clients.
Top client categories% of clientsClients
1
HNWI
77.4%
171
2
Individuals
22.6%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of April 27, 2026
Discretionary100.0%
$132M
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.
Total AUM$132M
Total Accounts266
10Y AUM Change+$19M (+16.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee74:1
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.