# Secure Wealth

Secure Wealth is a Multi Family Office based in Boca Raton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Assets under management:** Undisclosed
- **Website:** securewealthinc.com
- **LinkedIn:** https://www.linkedin.com/company/401krolloveradvisor

## Regulatory record

- **CRD number:** 290572
- **SEC file number:** 801-134047
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290572

## About

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.

## People

- Michele K. Frey — President and Chief Compliance Officer

## 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.

## Related profiles

- [Sanity Capital Management](https://altss.com/profile/sanity-capital-management-llc)
- [Seed Fund Advisory](https://altss.com/profile/seed-fund-advisory)

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Last updated: 2026-07-06T01:24:25.220Z

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