Secure Wealth, Inc.
● SEC registered since 2025CRD 290572SEC# 801-134047Boca Raton, FL
Reg. AUM
$132M
Employees
3
Accounts
266
Location
Boca Raton, FL
Secure Wealth, Inc. assets under management
Secure Wealth, Inc. is an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2025. It reports $132 million in regulatory assets under management and employs 3 people.
Secure Wealth, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Scott Ehrlich Control | President/Cco | Over 75% | 2017 |
Frequently asked questions
How much does Secure Wealth, Inc. manage?
Secure Wealth, Inc. reports $132 million in regulatory assets under management on its Form ADV.
How many employees does Secure Wealth, Inc. have?
Secure Wealth, Inc. reports 3 employees.
Where is Secure Wealth, Inc. located?
Secure Wealth, Inc. is based in Boca Raton, FL and has been SEC-registered since 2025.
Does Secure Wealth, Inc. disclose fund performance?
Secure Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7280 W. Palmetto Park Road, Suite 201n, Boca Raton, FL 33433 |
| Phone | 561-340-2667 |
| Fax | 561-362-2294 |
| Office hours | 9A-5P |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132M▲ 17%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$132Mregulatory AUM
Discretionary $132M