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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 29, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EHRLICH, RICHARD, SCOTT | I | PRESIDENT/CCO | E | Control |
| EHRLICH, RICHARD, SCOTT | I | PRESIDENT/CCO | E | Control |
| EHRLICH, RICHARD, SCOTT | I | PRESIDENT/CCO | E | Control |
| EHRLICH, RICHARD, SCOTT | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Oct 29, 2025 REGISTERED
Notice Filings (3)
CA FL NC
Address
7280 W. PALMETTO PARK ROADSUITE 201N
BOCA RATON, FL 33433
United States
Phone: 561-340-2667