SECURE WEALTH, INC.

Overview

Secure Wealth, Inc. is a privately owned corporation that provides wealth management and insurance-broker services to individuals and families. The firm is registered with the SEC (registration year reported as 2025) and identifies itself as a capital allocator that uses outside managers and adviser-selection as part of its offering. Core advisory services include portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Compensation arrangements are mixed: percentage of assets under management, hourly billing, and performance-based fees are all part of the firm's fee menu. Secure Wealth does not report active ESG investing and is not flagged as a multi-state adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices