RIA IntelAdvisersIllinoisSECURE CAPITAL WEALTH ADVISORS LLC

SECURE CAPITAL WEALTH ADVISORS LLC

Advisory

OAKBROOK TERRACE, IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IL
#1,285
of 1,719 advisers by AUM
Average account
$157K
across 237 accounts
AUM per adviser
$19M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$37M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients130
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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