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SECURE ASSET MANAGEMENT, L.L.C.

TROY, MI · CRD 144046 · IAPD ↗ · sassetmgmt.com · 248-414-1562

$870.6MRegulatory AUM
54Advisory reps
54Employees
0Clients
51-100Planning clients
0Private funds
40States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — SECURE ASSET MANAGEMENT, L.L.C. added office(s): 27 -> 31 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — SECURE ASSET MANAGEMENT, L.L.C. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
January 2026 — SECURE ASSET MANAGEMENT, L.L.C. added office(s): 26 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
August 2025 — SECURE ASSET MANAGEMENT, L.L.C.'s Item 11 disclosure-reporting entries rose by 1 (4 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
August 2025 — SECURE ASSET MANAGEMENT, L.L.C. added office(s): 23 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
July 2025 — SECURE ASSET MANAGEMENT, L.L.C.'s Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
June 2025 — SECURE ASSET MANAGEMENT, L.L.C. notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2025 — SECURE ASSET MANAGEMENT, L.L.C. reported RAUM up 48% ($599.6M -> $890.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2025 — SECURE ASSET MANAGEMENT, L.L.C. reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
February 2025 — SECURE ASSET MANAGEMENT, L.L.C. added office(s): 21 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2024 — SECURE ASSET MANAGEMENT, L.L.C. added office(s): 20 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
October 2024 — SECURE ASSET MANAGEMENT, L.L.C. added office(s): 18 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
July 2024 — SECURE ASSET MANAGEMENT, L.L.C. notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2024 — SECURE ASSET MANAGEMENT, L.L.C. added office(s): 17 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2024 — SECURE ASSET MANAGEMENT, L.L.C. added office(s): 14 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
May 2024 — SECURE ASSET MANAGEMENT, L.L.C. changed its website from secureinvestorsgroup.com to re-transition.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
May 2024 — SECURE ASSET MANAGEMENT, L.L.C. added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — SECURE ASSET MANAGEMENT, L.L.C.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2024 — SECURE ASSET MANAGEMENT, L.L.C. crossed $500M in regulatory AUM ($440.0M -> $599.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.