SECURE INVESTMENT MANAGEMENT, LLC

CRD #141195 SEC #801-80752 TUCSON, AZ 520-333-4719

SEC Registered

Total AUM

$38.3M

Discretionary

$38.3M

Employees

Clients

Accounts

825

Firm Details

Organization Type: Limited Liability Company
State of Formation: Arizona
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 16, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
BOHON, OTTO, RAMON	I	CHIEF OPERATING OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
LEPORE, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
Morgan, Dan, Edward	I	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA
POWELL, JANICE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
Powell, Janice, Marie	I	CHIEF COMPLIANCE OFFICER	NA
Powell, Janice, Marie	I	CHIEF COMPLIANCE OFFICER	NA
Powell, Janice, Marie	I	CHIEF COMPLIANCE OFFICER	NA
Powell, Janice, Marie	I	CHIEF COMPLIANCE OFFICER	NA
Powell, Janice, Marie	I	CHIEF COMPLIANCE OFFICER	NA
Powell, Janice, Marie	I	CHIEF COMPLIANCE OFFICER	NA
ROBINSON, DAVID, MICHAEL	I	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	NA
ROBINSON, DAVID, MICHAEL	I	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	NA
ROBINSON, DAVID, MICHAEL	I	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	NA
ROBINSON, DAVID, MICHAEL	I	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	NA
ROBINSON, DAVID, MICHAEL	I	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	NA
ROBINSON, DAVID, MICHAEL	I	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	NA
ROBINSON, DAVID, MICHAEL	I	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	NA
ROBINSON, DAVID, MICHAEL	I	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	NA
ROTHCHILD, MATTHEW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
ROTHCHILD, MATTHEW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
ROTHCHILD, MATTHEW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
ROTHCHILD, MATTHEW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
ROTHCHILD, MATTHEW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MELLBERG, JOSHUA, DAVID	I	MANAGING MEMBER/OWNER	E	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER/OWNER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER/OWNER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER/OWNER	B	Control
MATTHEW, BRENT	I	PRINCIPAL/MANAGING MEMBER/OWNER	B	Control

Registrations

Federal

Jun 16, 2025 REGISTERED

Notice Filings (50)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV

Address

3067 W. INA ROAD
#125
TUCSON, AZ 85741
United States

Phone: 520-333-4719