MSP-US-NC-SECURE-WEALTH-IT
Secure Wealth IT
Managed service provider · Belmont, North Carolina
24/7
Last checked 7 Nov 2026 · 28 sourced facts
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“Specialized managed IT, cybersecurity, and FINRA/SEC compliance for RIAs and broker-dealers. Charlotte MSP serving the Southeast. Free assessment.”reported by the company · securewealthit.com · 7 Nov 2026
- Staff / size
- –
- Founded
- –
- Offices
- 1
- Services
- 11of 13
- Industries
- 1
- Stack tools
- 2
- Certifications
- 1
- Support
- 24/7
1Stack: the tools we found
- PSA / ticketingHaloPSADNS
- RMMnot found
- Remote accessnot found
- Documentationnot found
- SecurityProofpointSite
- Backupnot found
- MailMicrosoft 365DNS
Marks: DNS detected in public DNS, Site named or badged on their site, Job ad named in their job ad. “Not found” means not seen on public pages, not “not used”. See how we check.
Every tool with its source
| Tool | How we know |
|---|---|
| HaloPSA | detected (public DNS) · support.securewealthit.com · 7 Nov 2026 |
| Proofpoint | named on their site · securewealthit.com · 7 Nov 2026 |
| Microsoft 365 (own mail) | detected (public DNS) · securewealthit.com · 7 Nov 2026 |
2Services coverage
- Help desk / IT support (offered)
- Co-managed IT (not found)
- NOC / monitoring (offered)
- SOC / MDR (offered)
- Cybersecurity (offered)
- Cloud / Microsoft 365 / Azure (offered)
- Backup / disaster recovery (offered)
- Compliance (offered)
- VoIP / UCaaS (offered)
- Networking (offered)
- IT procurement (not found)
- vCIO / consulting (offered)
- AI services (offered)
From securewealthit.com/our-services, securewealthit.com/it-services-for-rias, securewealthit.com/post/zoom-vs-teams-vs-webex-ria-security-guide. Empty squares: not found on their pages.
Compliance frameworks named: HIPAANISTFINRASEC
3Industries served
| Client size targeted | not published |
|---|
From the MSP’s industry pages and case studies. Sources: /industries.
4Support model
24 hours, 7 days (as published)
| Support hours | 24/7reported by the company · securewealthit.com · 7 Nov 2026 |
|---|---|
| Published hours | not published |
| 24/7 monitoring | yesreported by the company · securewealthit.com · 7 Nov 2026 |
| After-hours / emergency line | not published |
| Help desk location | not published |
| Response time (as published) | response service tickets are logged within 5 minutesreported by the company · securewealthit.com · 7 Nov 2026 |
| Response time (as published) | reply in 30 minutesreported by the company · securewealthit.com · 7 Nov 2026 |
| Response time (as published) | 5 minutes with a 30-minute responsereported by the company · securewealthit.com · 7 Nov 2026 |
5Location and company
Outline: US Census Bureau cartographic boundaries. HQ position from its public map listing, to about 1 km.
| Headquarters | 7202-B Wilkinson Blvd, Belmont, NC 28012Google Maps listing · google.com · 7 Nov 2026 |
|---|---|
| Other offices | not published |
| Service area (as published) | We serve RIAs, broker-dealers, and wealth management firms throughout the Southeast.reported by the company · securewealthit.com · 7 Nov 2026 |
| Trading name | Secure Wealth ITGoogle Maps listing · google.com · 7 Nov 2026 |
| Legal name | not published |
| Phone (switchboard) | +1 704-769-3663Google Maps listing · google.com · 7 Nov 2026 |
| Business mailbox | info@securewealthit.comreported by the company · securewealthit.com · 7 Nov 2026 |
| Ownership | not published |
| Google rating | 5 / 5 from 7 reviewsGoogle Maps listing · google.com · 7 Nov 2026 |
6Size, certifications and peers
| Staff (their site) | not published |
|---|---|
| Size band | not published |
| LinkedIn company size | not published |
| Clients (as published) | not published |
| Microsoft partner | Microsoft Partnerpartner badge on their site · securewealthit.com · 7 Nov 2026 |
| Vendor partner tiers | not published |
| Own certifications | not published |
- size not published
- 2 stack tools found vs a median of 1 across 5,074 fully researched US MSPs.
- 11 of 13 services vs a median of 9.
From the public profiles on MSP Scope (sample sizes shown). Facts not found count as not found, so small or quiet websites score lower.
7Pricing (as published)
no prices published on the pages we read
Only prices the MSP publishes for its own managed service (per user or per device). See published MSP pricing.
8Nearby and similar MSPs in North Carolina
PivIT Strategy, LLCCharlotte · 11–50 staff
Benton Technology SolutionsRaleigh · 1–10 staff
BrightFlow TechnologiesMint Hill
Net Friends, Inc.Durham · 51–200 staff
Micro-Tech USARaleigh · 11–50 staff
Netsafe SolutionsMatthews · 11–50 staff
Same town first, then similar size, stack and services. More: all MSPs in North Carolina · other MSPs offering help desk / it support.
9Revision history and sources
Researched 7 Nov 2026 (full pass), last checked 7 Nov 2026. 12 public pages read.
Logo: from static.wixstatic.com, the MSP’s own site, seen 8 Nov 2026; trimmed and resized only. Remove or replace it.
Pages we read
- www.securewealthit.com/?utm_source=google&utm_medium=wix_google_business_profile&utm_campaign=11347349544451377653
- www.securewealthit.com/about-us
- www.securewealthit.com/our-services
- www.securewealthit.com/it-services-for-rias
- www.securewealthit.com/it-and-cybersecurity-services-for-broker
- www.securewealthit.com/contact
- www.securewealthit.com/industries
- www.securewealthit.com/post/best-email-archiving-for-rias-vendor-comparison-guide
- www.securewealthit.com/post/technology-roadmap-for-advisory-firms-a-strategic-guide
- www.securewealthit.com/post/ria-it-support-comprehensive-services-for-rias
- www.securewealthit.com/post/zoom-vs-teams-vs-webex-ria-security-guide
- www.securewealthit.com/post/reg-s-p-compliance-for-rias-an-execution-guide
Anything not found stays empty. We never guess. Spot an error? Correct it.