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| Keyboard |
| Spinosa Wealth Management Group LLC
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|---|---|
| CRD # | 170903 |
| SEC # | 801-120889 |
| CIK # | |
| AUM | 191.4 M (2026-03-05) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 985-674-6722 |
| Address | 4565 LaSalle Street Mandeville, LA 70471 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 32.1 |
| (b) Individuals (high net worth individuals) | 58 | 159.3 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 334 | 191.4 |
| By Discretionary | ||
| Discretionary | 334 | 191.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 334 | 191.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.4 | |
| Total | 334 | 191.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
K2 Financial Inc
✚
|
CA | 191.6 M |
|
Old Rock Asset Management LLC
✚
|
191.6 M | |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 191.5 M |
|
The Capital Group Fiduciary Advisors LLC
✚
|
191.5 M | |
|
Strategic Advisory Partners LLC
✚
|
NC | 191.4 M |
|
Togwotee CIO LLC
✚
|
191.4 M | |
|
Guardian Wealth Partners LLC
✚
|
NY | 191.4 M |
|
Investment Management Corporation
✚
|
VA | 191.2 M |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 191.2 M |
|
Apex Wealth Management LLC
✚
|
NH | 191.1 M |