Securus Wealth Management
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
Securus Wealth Management provides comprehensive retirement planning and related wealth management services, including investment management, income strategy, tax planning, and estate and legacy planning, for individuals, families, and small business owners. The firm delivers these services through custodial accounts held with Altruist Financial and oversees client relationships on an ongoing basis.
Portfolios are constructed primarily from active and passive ETFs, interval funds, and buffered (defined outcome) ETFs, reflecting an emphasis on diversification and outcome-oriented downside protection while accessing less-liquid strategies. The firm generally manages accounts on a discretionary basis, conducts at least annual reviews, and discloses the liquidity, valuation, and expense-related risks associated with its chosen funds and products.
A notable aspect of the firm is that certain supervised persons are licensed insurance agents and may receive commissions if clients purchase insurance products, a potential conflict that the firm discloses and manages. The firm is newly established, operates with a single registered adviser representative, and uses direct fee deduction from custodial accounts—an arrangement it treats as custody under applicable rules.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
May receive commissions from insurance product sales (life insurance, annuities, long-term care).
Main office location
Securus Wealth Management
Holmdel NJ, United States
Number of offices
1
Most active in
Securus Wealth Management has reported serving >5 clients in these states in the last 12 months.
New Jersey
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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
Quick links
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