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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-2020
- Office Locations
- 1
Office Locations
About Securestate
SecurEstate is an independent planning firm founded in 1996 providing objective advice to individuals across backgrounds. Services include investments, retirement planning, estate planning (wills vs. trusts), college planning, budgeting, and guidance on estate settlement and nursing home asset protection. The team emphasizes face-to-face communication; assets are custodied with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES CAESAR WERCKENTHIEN
Chief Compliance Officer, President
- CRD
- #1009448
- Ownership
- Less than 5%
LAUREN ELIZABETH WERCKENTHIEN
Director of Client Services, Secretary, Strategist, VICE PRESIDENT
- CRD
- #6722782
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,883,396 | -- |
| Non-Discretionary | $0 | -- |
| Total | $106,883,396 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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