Secured Retirement Advisors, LLC
Secured Retirement Advisors, LLC is an SEC-registered mass-market adviser in St Louis Park, MN with $255.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Secured Retirement Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144239, SEC 801-121760, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $255.1M (2026-02-23)
- Firm type
- Mass-Market Adviser
- Location
- St Louis Park, MN
- Employees
- 6
- Clients
- 602
- CRD
- 144239
- Ownership
- LUCEY, JOSEPH, SCOTT; SECURED RETIREMENT ASSOCIATES, LLC
How much AUM does Secured Retirement Advisors, LLC have?
Secured Retirement Advisors, LLC reported $255.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Secured Retirement Advisors, LLC?
Disclosed owners and executives of Secured Retirement Advisors, LLC include LUCEY, JOSEPH, SCOTT, SECURED RETIREMENT ASSOCIATES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.