LP Profile

Secura Financial

Also known as secura financial

Wealth ManagerOrange, United StatesFounded 1997
$320M
Assets Under Management
Orange
Headquarters
Investment Focus

About Secura Financial

Are you in search of expert financial advice? At Secura Financial we make a plan for a bright financial future for you and your family.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Secura Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$319.9M
Total Clients
1,242
Filing Date
May 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Secura Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Secura Financial?

Secura Financial is a wealth manager based in Orange, United States, managing approximately $320M in assets.

Where is Secura Financial headquartered?

Secura Financial is headquartered in Orange, United States.

How much does Secura Financial manage?

Secura Financial manages approximately $320M in assets under management.

When was Secura Financial founded?

Secura Financial was founded in 1997.

How can I contact Secura Financial?

Verified contact details, key decision-makers, and investment preferences for Secura Financial are available on LPbacked. Create a free account to access them.