Securawealth

Overview

Securawealth operates as a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting services, charging clients through a mix of percentage-of-AUM and fixed fees. Investment activity tilts toward equity exposure, with a clear preference for non-exchange traded equity instruments, while alternatives are used selectively to complement core portfolios. Securawealth is not positioned as a multi-state or ESG-focused adviser and does not act as a capital allocator to third-party managers on a primary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices