Data / Investment advisers / Florida / Secure Wealth, Inc.
Secure Wealth, Inc., Boca Raton, FL: $132 million AUM, SEC registered investment adviser
Secure Wealth, Inc. is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $132 million in regulatory assets under management in its Form ADV filed August 18, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 290572
- SEC file number
- 801-134047
- SEC status
- Approved, effective July 30, 2025
- Main office
- 7280 W. Palmetto Park Road Suite 201n, Boca Raton, FL 33433
- Phone
- (561) 340-2667
- Regulatory AUM
- $132,000,000 in the Form ADV filed August 18, 2026
- Discretionary AUM
- $132,000,000
- Accounts
- 266
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 171 | $87 million |
| Individuals (other than high net worth individuals) | 50 | $45 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $132 million | February 24, 2026 |
| December 1, 2025 | $113 million | October 29, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Winning Points Advisors, L.L.C. | Boca Raton | $173.1 million | Not listed | adviserinfo.sec.gov |
| Cywp Fund | Boca Raton | $160.8 million | 13 | adviserinfo.sec.gov |
| Financial Trust Asset Management Chartered | Boca Raton | $141.9 million | Not listed | adviserinfo.sec.gov |
| Red Reef Advisors LLC | Boca Raton | $135 million | Not listed | adviserinfo.sec.gov |
| Epic Advisory Services Corp | Boca Raton | $134.3 million | Not listed | adviserinfo.sec.gov |
| CS Advisors Inc. | Boca Raton | $118 million | Not listed | adviserinfo.sec.gov |
| Greenline Wealth Management | Boca Raton | $117 million | Not listed | adviserinfo.sec.gov |
| Statetrust Capital, LLC. | Boca Raton | $93.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Secure Wealth, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.