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| Spectrum Wealth Advisory Group LLC
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|
|---|---|
| CRD # | 298632 |
| SEC # | 801-114024 |
| CIK # | 0001776821 |
| AUM | $370.0 M (2025-03-19) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 916-772-5970 |
| Address | 5925 Granite Lake Drive Granite Bay, CA 95746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Microsoft Corp | 1.9 | ||
| Amazon Com Inc | 1.9 | ||
| Alphabet Inc | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Nvidia Corp | 0.8 | ||
| Walt Disney Co | 0.8 | ||
| Palantir Technologies Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 64.7 |
| (b) Individuals (high net worth individuals) | 196 | 280.7 |
| (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 | 11 | 23.1 |
| (h) Charitable organizations | 11 | 1.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 604 | 370.0 |
| By Discretionary | ||
| Discretionary | 604 | 370.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 604 | 370.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.0 | |
| Total | 604 | 370.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001776821] |
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|---|---|---|
|
NBZ Investment Advisors LLC
✚
|
TN | 0.4 |
|
Fiat Wealth Management LLC
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MN | 0.4 |
|
Nikulski Financial Inc
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IA | 0.4 |
|
Plan A Wealth LLC
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NE | 0.4 |
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Eastover Investment Advisors LLC
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|
NC | 0.4 |
|
O'Boyle Wealth Management Inc
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CA | 0.4 |
|
Global Wealth Strategies and Associates LLC
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|
CO | 0.4 |
|
L K Benson & Company PC
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MD | 0.4 |
|
Henry James International Management Inc
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NY | 0.4 |
|
ELEY Financial Management Inc
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|
VT | 0.4 |