Secure Asset Management, L.L.C.

CRD 144046 · Troy, MI · $870.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 144046
SEC number: 801-113954
Firm type: RIA
Assets under management: $870.6M as of Jun 24, 2026
Website: www.sassetmgmt.com ↗
Phone: 248-414-1562
Address: 2565 West Maple Rd, Troy, MI, 48084

Advisors at this firm

55 in our index · page 2 of 2

Matthew Robert WestberryCRD 4908745 · Marion, IA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Aaron Matthew WardCRD 8225927 · Utica, OH

IA Registered
Chad Michael WottonCRD 6001641 · Bloomfield Hills, MI

IA Registered
Bangjie YangCRD 7942723 · Kirkland, WA

IA RegisteredBroker
Richard A YemmCRD 2224927 · Vero Beach, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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