RIA Intel›Advisers›Texas›SECURE RETIREMENT SOLUTIONS, LLC

SECURE RETIREMENT SOLUTIONS, LLC

Advisory

SAN ANTONIO, TX

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in TX

#1,475

of 2,813 advisers by AUM

Average account

$218K

across 421 accounts

AUM per adviser

$46M

2 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$92M

Discretionary AUM$0

Non-Discretionary AUM$92M

Discretionary %0%

Total Clients421

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

421 clients

The full client-type breakdown and the share of AUM each category represents.

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