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| Spectrum Wealth Advisory Group LLC
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|---|---|
| CRD # | 298632 |
| SEC # | 801-114024 |
| CIK # | 0001776821 |
| AUM | 445.4 M (2026-03-10) |
| Employees | 5 (80% Investors, 80% 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 | 8.1 | ||
| Amazon Com Inc | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| Microsoft Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 420 | 69.8 |
| (b) Individuals (high net worth individuals) | 226 | 347.8 |
| (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 | 10 | 26.1 |
| (h) Charitable organizations | 14 | 1.6 |
| (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 | 1,520 | 445.4 |
| By Discretionary | ||
| Discretionary | 1,520 | 445.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,520 | 445.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.4 | |
| Total | 1,520 | 445.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001776821] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
United Advisors America Corporation
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TX | 446.5 M |
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Wealth Navigation LLC
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UT | 446.3 M |
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L K Benson & Company PC
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MD | 446.2 M |
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Peak Wealth Management LLC
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MI | 446.0 M |
|
Roberts Wealth Advisors LLC
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CA | 446.0 M |
|
Maxim Financial Advisors LLC
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NY | 445.5 M |
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Newton One Investments LLC
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DE | 445.5 M |
|
Robinson Smith Wealth Advisors LLC
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ME | 444.9 M |
|
Holistic Financial Partners LLC
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Balis Enterprises LLC
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444.3 M |