SecuraWealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,342,713
Clients
18
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$1,241,262
About
SecuraWealth provides portfolio management, financial planning, and pension consulting primarily for individual clients. The firm reports managing about $22.3 million in assets for a client base of 18 households.
Most client relationships are handled on a non‑discretionary basis, so the firm generally implements investment recommendations with client approval rather than exercising discretionary trading authority. It uses percentage‑of‑AUM billing and focuses on individualized portfolio management consistent with common practices among independent advisors.
What distinguishes the firm from many peers is the combination of a small client base, a predominance of non‑discretionary assets, and the inclusion of pension consulting services, indicating work with employer retirement plans in addition to individual households. These features suggest a hands‑on advisory role where clients retain final decision authority and retirement-plan consulting is an explicit part of the service offering.
Client services
Financial planning
Portfolio management
Pension consulting
Fixed income investment advice
Main office location
SecuraWealth
Canton OH, United States
Number of offices
1
Most active in
SecuraWealth has reported serving >5 clients in these states in the last 12 months.
New Jersey · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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