Secure Investment Management, LLC
Secure Investment Management, LLC is an SEC-registered mass-market adviser in Tucson, AZ with $42.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Secure Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141195, SEC 801-80752, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $42.9M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Location
- Tucson, AZ
- Employees
- 31
- Clients
- 942
- CRD
- 141195
- Ownership
- Morgan, Dan, Edward; ROBINSON, DAVID, MICHAEL; MATTHEW, BRENT; LEPORE, KENNETH; MELLBERG, JOSHUA, DAVID
How much AUM does Secure Investment Management, LLC have?
Secure Investment Management, LLC reported $42.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Secure Investment Management, LLC?
Disclosed owners and executives of Secure Investment Management, LLC include Morgan, Dan, Edward, ROBINSON, DAVID, MICHAEL, MATTHEW, BRENT, LEPORE, KENNETH, MELLBERG, JOSHUA, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.