SourcingSourcing

SECURE WEALTH, INC.

B57
CRD 290572·SEC 801-134047·BOCA RATON, FL
AUM
$132.0M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$396K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SECURE WEALTH, INC.
CRD
290572
SEC file #
801-134047
EIN
—
DBA names
—

Economics

AUM
$132.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$113.0M → $132.0M▲ +17%
Client mix
Individuals High Net Worth171
Individuals Other50

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
youtube.com/channel/uc7pyn-_wajkmamqemalyq

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EHRLICH, RICHARD, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
EHRLICH, RICHARD, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:secure.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1500250
Trust Company Affiliate
No

People (3)

3
EHRLICH, RICHARD, SCOTT
IAR · Direct Owner · 87.5%
1500250
Renan Morven Guillou
IAR
6742704
Menelaos Nikolaos Fotiou
IAR
7531299