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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Spectrum Investment Advisors Inc
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|---|---|
| CRD # | 108669 |
| SEC # | 801-56966 |
| CIK # | 0001856042 |
| AUM | $849.7 M (2025-03-27) |
| Employees | 24 (75% Investors, 0% Brokers) |
| Phone | 262-238-4010 |
| Address | 6329 West Mequon Road Mequon, WI 53092 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| AbbVie Inc | 0.5 | ||
| Abbott Laboratories | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 54.5 |
| (b) Individuals (high net worth individuals) | 230 | 344.7 |
| (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 | 40 | 438.0 |
| (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 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,026 | 849.7 |
| By Discretionary | ||
| Discretionary | 1,016 | 842.4 |
| Non-Discretionary | 10 | 7.2 |
| Total | 1,026 | 849.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 849.7 | |
| Total | 1,026 | 849.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001856042] |
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|---|---|---|
|
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IL | 0.9 |
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The Fairman Group LLC
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PA | 0.9 |
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BlueSky Wealth Advisors LLC
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AZ | 0.8 |
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CA | 0.8 |