Secure Asset Management, LLC
Secure Asset Management, LLC is an independent, privately-owned SEC Registered Investment Adviser headquartered in Troy, Michigan. Founded in 2007, the firm delivers professional wealth management and related financial advisory services, primarily serving individuals and high-net-worth individuals. The firm currently employs around 52 people in roles including investment advisers and brokers.
Investment Strategy
Secure Asset Management, LLC focuses on providing discretionary and non-discretionary wealth management tailored mainly to individual and high-net-worth clients. Their investment approach blends direct equity and fixed income allocations with risk-managed, client-focused portfolio construction. The firm favors diversified holdings across technology, consumer staples, and other growth sectors, as indicated by significant investments in large-cap stocks such as Apple, Nvidia, and Microsoft, while also emphasizing personalized, long-term financial planning and goal-based strategies.
Top Holdings
Equity Positions (305)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGIT | VANGUARD SCOTTSDALE FDS | 5.24% | $31.8M | 530,150 | $59.67 | $60.03 | +$5.9M |
N NVDA | NVIDIA CORPORATION | 4.10% | $24.9M | 132,993 | $75.78 | $186.58 | +$4.2M |
V VOO | VANGUARD INDEX FDS | 3.89% | $23.6M | 38,450 | $438.89 | $612.38 | -$332.1K |
A AAPL | APPLE INC | 2.63% | $15.9M | 62,425 | $106.55 | $254.63 | +$3.7M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 2.53% | $15.3M | 61,724 | $210.42 | $247.12 | +$5.1M |
Options Positions (7)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A ASTS | AST SPACEMOBILE INC | Bought | Call | $407.6K | 200 | $49.08 | $47.32 | +50 | -$293.4K |
D DELL | DELL TECHNOLOGIES INC | New | Call | $195.0K | 100 | $141.77 | $141.77 | +100 | +$195.0K |
N NVDA | NVIDIA CORPORATION | New | Call | $49.4K | 12 | $186.58 | $186.58 | +12 | +$49.4K |
Z ZETA | ZETA GLOBAL HOLDINGS CORP | — | Put | $8.0K | 100 | $19.87 | $13.56 | 0 | -$146.9K |
Q QQQ | INVESCO QQQ TR | — | Put | $5.4K | 6 | $600.37 | $493.54 | 0 | -$325.5K |