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SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD 298632 · SEC 801-114024
5925 GRANITE LAKE DRIVE, SUITE 130, GRANITE BAY, CA, 95746, United States
Phone
(916) 772-5970
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$445.4M
Discretionary AUM
$445.4M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 420 | $69.8M |
| High net worth individuals | 226 | $347.8M |
| Pension/profit sharing plans | 10 | $26.1M |
| Charitable organizations | 14 | $1.6M |
States served
AZ, CA, CO, ID, NV, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD