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SECURE WEALTH, INC.
CRD 290572File 801-134047
APPROVED
Retail clients
Custody
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$132.0M
Bottom 25% of cohort (national)
Discretionary AUM
$132.0M
Clients
221
266 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 30, 2025
- Principal office
- 7280 W. PALMETTO PARK ROAD, SUITE 201N, BOCA RATON, FL, 33433
- Phone
- 561-340-2667
- Website
- HTTP://WWW.SECUREWPG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $132.0M
- Discretionary AUM
- $132.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 266
- Non-discretionary accounts
- 0
- Total accounts
- 266
- AUM per client
- $597K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 171 | $87.0M |
| Individuals (other than high net worth individuals) | 50 | $45.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Mar 1, 2026 | Clients | 149 | 221 | increased by72 |
| Mar 1, 2026 | AUM | $113,000,000 | $132,000,000 | increased by$19,000,000 |
| Mar 1, 2026 | Accounts | 233 | 266 | increased by33 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SECURE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SECURE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.