← Tributary

SECURE FINANCIAL MANAGEMENT

SAN ANTONIO, TX · CRD 169278 · IAPD ↗ · 210-428-6250

$399.8MRegulatory AUM
4Advisory reps
12Employees
584Clients
More than 500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SECURE FINANCIAL MANAGEMENT reported RAUM up 27% ($313.7M -> $399.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — SECURE FINANCIAL MANAGEMENT reports More than 500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2024 — SECURE FINANCIAL MANAGEMENT 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
63
April 2024 — SECURE FINANCIAL MANAGEMENT reported RAUM up 27% ($220.9M -> $281.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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