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| Keyboard |
| Spectrum Wealth Management LLC
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|---|---|
| CRD # | 135530 |
| SEC # | 801-113730 |
| CIK # | |
| AUM | 269.5 M (2025-09-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-597-0101 |
| Address | 9911 Irvine Center Drive Irvine, CA 92618 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 67.3 |
| (b) Individuals (high net worth individuals) | 44 | 94.3 |
| (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 | 90 | 81.5 |
| (h) Charitable organizations | 9 | 26.3 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 505 | 269.5 |
| By Discretionary | ||
| Discretionary | 445 | 208.0 |
| Non-Discretionary | 60 | 61.5 |
| Total | 505 | 269.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.5 | |
| Total | 505 | 269.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Jenkins Financial Group Inc
✚
|
GA | 270.1 M |
|
Leo H Evart Inc
✚
|
CA | 269.9 M |
|
Client First Capital LLC
✚
|
269.7 M | |
|
Hawke Financial Group LLC
✚
|
ID | 269.6 M |
|
Wallace Advisory Group LLC
✚
|
CA | 269.5 M |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 269.4 M |
|
Hardy & Hardy Co LLC
✚
|
OH | 269.4 M |
|
Fortress Wealth Management Inc
✚
|
CA | 269.3 M |
|
Atlas Fiduciary Services Inc
✚
|
NH | 269.3 M |
|
Dorado Wealth Management LLC
✚
|
268.8 M |