SECURE WEALTH, INC.
CRD #290572 SEC #801-134047 BOCA RATON, FL 561-340-2667
SEC Registered
Total AUM
$113M
Discretionary
$113M
Employees
4
Clients
0
Accounts
233
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $113M | $113M | $0 | 4 | 0 |
| Sep 2025 | $113M | $113M | $0 | 4 | 0 |
| Aug 2025 | $113M | $113M | $0 | 3 | 0 |
| Jun 2025 | $113M | $113M | $0 | 3 | 0 |
DateOct 2025
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients0
DateSep 2025
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients0
DateAug 2025
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees3
Clients0