M&A advisorSell-side
Secure Wealth Partners
Austin, TX
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Secure Wealth Partners
Secure Wealth Partners advises independent wealth management and RIA firms on M&A, practice transitions, valuations, succession planning, growth capital, and minority equity liquidity. It describes its target firms as managing $100 million to $1 billion in assets and positions itself as a boutique intermediary for businesses underserved by traditional recruiters and large investment banks. The firm says its founder has supported transactions and placements representing approximately $3.9 billion in AUM.
Named principal
Ken Jones
Founder
Profile details
Details for Secure Wealth Partners
- Representation
- Sell-side
- Firm type
- M&A advisor
- Based in
- Austin, TX
- Engagement coverage
- Austin, TX
- Industry focus
- Professional services
Office locations
Headquarters and public offices
Headquarters
Austin, TX
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
securewealthpartners.net · checked October 2026