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SPECTRUM WEALTH ADVISORS, LLC
CRD 144452
240 STONERIDGE DRIVE, SUITE 300, COLUMBIA, SC, 29210, United States
Phone
803-454-0310
Fax
803-454-0315
Registration
— (—)
Source
State registered
Total AUM
$53.3M
Discretionary AUM
$53.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $60K |
| Pension/profit sharing plans | 44 | $51.2M |
Official SEC filing: View on IAPD