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| Spectrum Investment Advisors Inc
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| CRD # | 108669 |
| SEC # | 801-56966 |
| CIK # | 0001856042 |
| AUM | 1,064.6 M (2026-03-23) |
| Employees | 27 (74% Investors, 0% Brokers) |
| Phone | 262-238-4010 |
| Address | 6329 West Mequon Road Mequon, WI 53092 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.4 | ||
| Nvidia Corp | 2.0 | ||
| Oracle Corp | 1.5 | ||
| Fidelity National Information Services Inc | 1.0 | ||
| AbbVie Inc | 0.7 | ||
| PepsiCo Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Wisconsin Energy Corp | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Pioneer Power Solutions Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 80.0 |
| (b) Individuals (high net worth individuals) | 209 | 404.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 44 | 567.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 12.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,090 | 1,064.6 |
| By Discretionary | ||
| Discretionary | 1,079 | 1,055.7 |
| Non-Discretionary | 11 | 8.8 |
| Total | 1,090 | 1,064.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,064.6 | |
| Total | 1,090 | 1,064.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001856042] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 109 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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OH | 1,068.0 M |
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Rae & Lipskie Investment Counsel Inc
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1,066.2 M | |
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Fiduciary Benefits Group
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1,065.8 M | |
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Gibbs Wealth Management LLC
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GA | 1,064.8 M |
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NPA Asset Management LLC
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NJ | 1,064.8 M |
|
ISTO Advisors LLC
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MI | 1,064.5 M |
|
Uptick Partners LLC
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|
TX | 1,063.2 M |
|
Schnieders Capital Management LLC
✚
|
CA | 1,061.8 M |
|
McGuire Investment Group LLC
✚
|
RI | 1,061.1 M |