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SECURE WEALTH, INC.

BOCA RATON, FL · CRD 290572 · IAPD ↗ · 561-340-2667

$132.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — SECURE WEALTH, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
August 2025 — SECURE WEALTH, INC. (BOCA RATON, FL) is newly SEC-registered with $113.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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