SPECTRUM WEALTH MANAGEMENT, LLC

9911 Irvine Center Drive
Suite 150
Irvine, California 92618
Tel: 949-597-0101

About SPECTRUM WEALTH MANAGEMENT, LLC

SPECTRUM WEALTH MANAGEMENT, LLC, formally registered with the SEC as SPECTRUM WEALTH MANAGEMENT, LLC. The firm was established in 07/30/2018. They have over 2 offices throughout the country.

SPECTRUM WEALTH MANAGEMENT, LLC is a Irvine, California based Financial Planning firm with nearly $234,227,944 assets under management, offering retirement planning & investment advisory services to 616 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135530
SEC#	801-113730
Assets Managed by Firm	$234,227,944
No. of Clients	616
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	616	$234,227,944
Individuals (other than high net worth individuals)	263	$82,342,205
High net worth individuals	44	$88,743,603
Pension and profit sharing plans	65	$54,837,801
Charitable organizations	11	$7,945,145
Corporations or other businesses	Fewer than 5 clients	$359,190

More Retirement Planning firms in Irvine, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Irvine, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.