SPECTRUM WEALTH MANAGEMENT

600 East 96th Street, Suite 130
Indianapolis, Indiana 46240
Tel: 317-663-5600

About SPECTRUM WEALTH MANAGEMENT

SPECTRUM WEALTH MANAGEMENT, formally registered with the SEC as SPECTRUM WEALTH MANAGEMENT. The firm was established in 11/21/2022. They have over 1 offices throughout the country.

SPECTRUM WEALTH MANAGEMENT is a Indianapolis, Indiana based Financial Planning firm with nearly $976,381,669 assets under management, offering retirement planning & investment advisory services to 1263 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323651
SEC#	801-126882
Assets Managed by Firm	$976,381,669
No. of Clients	1263
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REV SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INSURANCE SOLUTIONS; CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1263	$976,381,669
Individuals (other than high net worth individuals)	70	$23,379,225
High net worth individuals	146	$898,768,365
Pension and profit sharing plans	4	$42,750,013
Charitable organizations	1	$11,484,066

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