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SPINOSA WEALTH MANAGEMENT GROUP
SPINOSA WEALTH MANAGEMENT GROUP, LLC
CRD 170903 · SEC 801-120889
4565 LASALLE STREET, SUITE 201, MANDEVILLE, LA, 70471, United States
Phone
985-674-6722
Fax
508-448-6017
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.4M
Discretionary AUM
$191.4M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $32.1M |
| High net worth individuals | 58 | $159.3M |
States served
LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD