Updated:
Secure Wealth
Secure Wealth, Inc. is an SEC-registered investment adviser in Boca Raton, FL, registered since 2025. The firm manages approximately $132 million in assets.
Overview
Secure Wealth, Inc. is an SEC-registered investment adviser in Boca Raton, FL, registered since 2025. The firm manages approximately $132 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
San Diego, CA, United States
Principals
Michele K. Frey
President and Chief Compliance Officer
Frequently asked questions
Does Secure Wealth disclose its asset allocation or investment philosophy?
No specific asset allocation model, investment philosophy, or strategy mandate is publicly disclosed. The firm's regulatory filings identify its advisory services broadly as financial planning and portfolio management for individuals, without detailing sector tilts, manager selection criteria, or allocation ranges.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Secure Wealth in Altss
Explore available research and relationship coverage for this adviser in Altss.