SECURAWEALTH

SECURAWEALTH is an SEC-registered investment adviser (CRD 154000). Regulatory assets under management: $22.3M.

Registration

• CRD: 154000
• Type: Registered investment adviser
• Phone: 888-914-6837
• Latest filing: 2026-01-23
• Regulatory AUM: $22.3M
• Discretionary AUM: $9.7M
• Non-discretionary AUM: $12.6M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154000 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search