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- Custodian
- AOS ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-17-2017
- Office Locations
- 3
Office Locations
About Secure Wealth, Inc.
Secure Wealth Planning Group (SECURE WEALTH, Inc.) delivers tax-efficient wealth and estate planning plus equity risk management for investors with concentrated stock positions (e.g., stock/options compensation, business-sale or inherited shares). The team uses tailored hedging and monetization to reduce downside risk and unlock liquidity, and offers Epic Notes to generate fixed-income from traditional stocks while limiting downside risk (positioned as the only firm in this niche). Custodied at Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
RICHARD SCOTT EHRLICH
Chief Compliance Officer, President
- CRD
- #1500250
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Menelaos Nikolaos Fotiou
--
- CRD
- #7531299
Renan Morven Guillou
Senior Wealth Management Advisor
- CRD
- #6742704
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,000,000 | $496,241 |
| Non-Discretionary | $0 | -- |
| Total | $132,000,000 | $496,241 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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