# SECURE WEALTH, INC.

SECURE WEALTH, INC. of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 290572
- Type: SEC-registered investment adviser
- SEC file number: 801-134047
- Location: 7280 W. PALMETTO PARK ROAD, SUITE 201N, BOCA RATON, FL, 33433
- Phone: 561-340-2667
- Latest filing: 2026-05-04
- Regulatory AUM: $132.0M
- Discretionary AUM: $132.0M
- Clients: 3
- Accounts: 266

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Richard Scott Ehrlich | PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290572/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290572/similar
- Related entities: https://search.stillhousedata.com/firm/290572/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290572

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.