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Austin Bowlin

Secure Asset Management, L.L.C.
8 Years of Experience
Kirkland, WA
11 DisclosuresBroker
View SEC Summary
View SEC Summary

Austin Bowlin is a registered investment advisor at Secure Asset Management, L.L.C., based in Kirkland, WA, with 8 years of industry experience. Austin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,877 clients with $870M in assets under management.

Secure Asset Management, L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,877 clients
Average Client Portfolio
$303K average
Assets Under Management
$870.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10510 Northup Way, Suite 150, Kirkland, WA, 98033

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History

Regulatory History (11)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2026
Pending
Customer Dispute
May 2026
Pending
Customer Dispute
April 2026
Pending
Customer Dispute
April 2026
Pending
Customer Dispute
March 2026
Pending
Customer Dispute
February 2026
Pending
Customer Dispute
February 2026
Pending
Customer Dispute
February 2026
Pending
Customer Dispute
January 2026
Pending
Customer Dispute
October 2025
Pending
Criminal
May 2016
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Austin is a Partner and Chief Strategist at Real Estate Transition Solutions, LLC, spending nearly full-time advising property owners. He is also a co-owner of rental properties and an Investment Advisor Representative at Secure Asset Management, LLC, and a member of Riverwalk Two, Three and Four LLCs.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
May 2021 - Present · 5 yrs 5 mos
Aurora SecuritiesBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Concorde Asset Management, LLC
January 2021 - April 2021 · 3 mos
Concorde Investment Services, LLCBroker
November 2017 - April 2021 · 3 yrs 5 mos
State Registrations18 states
AKAZCACOCTGAHIIDMDMNNVNYORTNTXUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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