Secure Care Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Secure Care Wealth Management, LLC describes itself as an investment adviser offering discretionary asset management and financial planning and consulting services to individuals, high‑net‑worth individuals, trusts, estates, and business entities. Its brochure explains it delivers one‑time comprehensive plans, topic‑specific consultations, and ongoing planning relationships tailored to each client’s circumstances.
The firm says it constructs portfolios and investment programs based on clients’ stated objectives, time horizons, and risk tolerances and uses methods such as Modern Portfolio Theory, fundamental analysis, and technical analysis. In addition to the common percentage‑of‑assets management fee used by many investment managers, the firm also makes fixed and hourly planning engagements available — the availability of hourly billing for planning is relatively uncommon among firms in this category.
Noteworthy aspects in the brochure include that the firm’s principal is an actively practicing medical doctor who reports dedicating about 160 hours per month to medical practice and also holds a CISSP cybersecurity credential. The document also reports no client assets under management as of the stated date and notes operational practices such as not aggregating trades and not voting client proxies, which distinguish it from many larger investment managers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
General tax planning
Occupation focus
Doctor or Medical Professional
Fee options
Fixed fees from $3,000 to $10,000 for one-time financial plans; ongoing quarterly fees from $3,000 to $5,000, negotiable
Annual fee of no more than 2% of assets under management, negotiable based on various factors
$300 per hour for consultation services
Fee-only: Fixed fees ranging from $3,000 to $10,000 for one-time financial plans; ongoing quarterly fees from $3,000 to $5,000, negotiable; hourly consultation fee of $300 per hour
Main office location
Secure Care Wealth Management, LLC
York PA, United States
Number of offices
1
Most active in
Secure Care Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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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