SECURE WEALTH, INC.

SECURE WEALTH, INC. of BOCA RATON, FL is an SEC-registered investment adviser (CRD 290572). Regulatory assets under management: $132.0M.

Registration

• CRD: 290572
• SEC file number: 801-134047
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290572 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search