RIA · CRD 144239SEC-Registered

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SECURED RETIREMENT ADVISORS, LLC

Secured Retirement Advisors, LLC is an SEC-registered investment adviser in St Louis Park, MN, registered since 2021. The firm manages approximately $255...

SECURED RETIREMENT ADVISORS, LLC

Secured Retirement Advisors, LLC is an SEC-registered investment adviser in St Louis Park, MN, registered since 2021. The firm manages approximately $255 million in regulatory assets. It employs 6 staff and 4 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

Who runs investment decisions at SECURED RETIREMENT ADVISORS, LLC?

No named principals or investment committee members are publicly identified for SECURED RETIREMENT ADVISORS, LLC. The firm's leadership is not disclosed on its regulatory filings or public communications. This lack of transparency means external allocators cannot attribute decision-making to any specific individual.

Is SECURED RETIREMENT ADVISORS, LLC structured as a single family office?

The firm is registered as an RIA, not a family office. The SEC's definition of a family office would typically exclude SECURED RETIREMENT ADVISORS, LLC because it appears to offer services to multiple clients rather than a single family. Its name suggests a focus on retirement planning, not wealth management for ultra-high-net-worth individuals or families.

What investment stages does SECURED RETIREMENT ADVISORS, LLC typically target?

The firm's investment stage is not publicly documented. As a retirement-focused RIA, it likely manages portfolios of liquid, publicly traded securities rather than private equity, venture capital, or direct deals. No evidence of alternative asset exposure or stage-specific targeting exists in public records.

Does SECURED RETIREMENT ADVISORS, LLC participate in fund commitments or only direct deals?

The firm's investment vehicle preferences are unknown. Given its RIA registration and retirement focus, it may allocate client assets to mutual funds, ETFs, or separately managed accounts. No direct deal participation or fund commitment patterns are documented.

Where does the underlying wealth come from at SECURED RETIREMENT ADVISORS, LLC?

The firm's client base and wealth origins are not disclosed. There is no public information about whether it serves high-net-worth individuals, family offices, institutional plans, or retail investors. The name implies retirement accounts, but no specific client profile is verifiable.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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