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| Happy Holidays!! thanks for using AUM13F!! |
| Spinosa Wealth Management Group LLC
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|---|---|
| CRD # | 170903 |
| SEC # | 801-120889 |
| CIK # | |
| AUM | $155.1 M (2025-03-20) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 985-674-6722 |
| Address | 4565 LaSalle Street Mandeville, LA 70471 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 31.4 |
| (b) Individuals (high net worth individuals) | 43 | 123.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 319 | 155.1 |
| By Discretionary | ||
| Discretionary | 319 | 155.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 319 | 155.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.1 | |
| Total | 319 | 155.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stonecrest Advisors Inc
✚
|
TX | 0.2 |
|
Gould Capital LLC
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WA | 0.2 |
|
Delaware Avenue Wealth Planners LLC
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DE | 0.2 |
|
First Mason Financial LLC
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|
OH | 0.2 |
|
The Heaton Hoppes Group LLC
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|
IA | 0.2 |
|
Carey Consulting Wealth Management Inc
✚
|
CA | 0.2 |
|
Confidential Management Advisors Inc
✚
|
MI | 0.2 |
|
Avant Capital LLC
✚
|
LA | 0.2 |
|
WJ Financial Advisors LLC
✚
|
CT | 0.2 |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 0.2 |