Secure Investment Management, LLC
● SEC registered since 2015CRD 141195SEC# 801-80752Tucson, AZ
Reg. AUM
$42.9M
Employees
31
Accounts
942
Location
Tucson, AZ
Secure Investment Management, LLC assets under management
Secure Investment Management, LLC is a registered investment adviser overseen by the SEC based in Tucson, AZ. The firm has been registered since 2015. It reports $42.9 million in regulatory assets under management and employs 31 people.
Secure Investment Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Affinex Holdings LLC Control | Owner | Over 75% | 2025 |
| Janice Marie Powell | Chief Compliance Officer | Under 5% | 2025 |
| Joshua David Mellberg Control | Managing Member/Owner | Over 75% | 2006 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Secure Investment Management, LLC manage?
Secure Investment Management, LLC reports $42.9 million in regulatory assets under management on its Form ADV.
How many employees does Secure Investment Management, LLC have?
Secure Investment Management, LLC reports 31 employees.
Where is Secure Investment Management, LLC located?
Secure Investment Management, LLC is based in Tucson, AZ and has been SEC-registered since 2015.
Does Secure Investment Management, LLC disclose fund performance?
Secure Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3067 W. Ina Road, #125, Tucson, AZ 85741 |
| Phone | 520-333-4719 |
| Fax | 520-333-4331 |
| Office hours | Call For An Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$42.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$42.9Mregulatory AUM
Discretionary $42.9M