# Securus Wealth Management

Securus Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://securuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/travis-dufner

## Regulatory record

- **CRD number:** 339098
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339098

## About

Securus Wealth Management is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### What investment services does Securus Wealth Management offer?

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.

### Who runs investment decisions at Securus Wealth Management?

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.

### Does Securus Wealth Management participate in direct private investments?

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.

### How large is Securus Wealth Management in assets under management?

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.

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Last updated: 2026-08-10T23:49:37.812Z

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