Securus Wealth Management

Based on the firm's regulatory filings, Securus Wealth Management provides financial planning, portfolio management for individuals and families, educational seminars, and retirement plan consulting. The advisory model relies on third-party money managers and managed account platforms rather than offering proprietary investment funds. Services are delivered on a fee-based arrangement, with client assets held by independent custodians.

The individuals responsible for investment decisions at Securus Wealth Management are not identifiable from publicly available filings or media coverage. The firm's Form ADV registrations do not list a dedicated chief investment officer or an internal investment committee. This lack of named personnel is uncommon among advisory practices seeking institutional relationships.

There is no evidence that Securus Wealth Management operates as a family office. The firm's structure as a registered investment adviser with a diversified retail client base, as detailed in regulatory filings, positions it as a traditional wealth advisory practice rather than a single or multi-family office managing a consolidated family fortune.

No. The firm's public filings and available disclosures do not mention direct private equity, venture capital, real estate, or any direct co-investment activity. Its advisory platform centers on public-market securities through separate accounts and packaged products, with no indication of alternative asset origination capabilities.

Securus Wealth Management does not publicly disclose a current AUM figure, and no independent publication has reported one. The firm qualifies as a smaller or mid-sized advisory practice based on the modest number of advisory personnel disclosed in regulatory filings, but a verified figure is unavailable.