Investment adviser · CRD 138919

SECURUS WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

PLYMOUTH, MN, United States · Form ADV filed Mar 31, 2015

Regulatory AUM
$118M
Form ADV · Item 5.F
Client accounts
757
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3340 ANNAPOLIS LANE N, SUITE B
PLYMOUTH, MN, 55447, United States

CRD 138919

Filing source

Form ADV 906015 · Mar 31, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.