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SPINOSA WEALTH MANAGEMENT GROUP

4565 Lasalle Street
Suite 201
Mandeville, Louisiana 70471
Tel: 985-674-6722

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About SPINOSA WEALTH MANAGEMENT GROUP

SPINOSA WEALTH MANAGEMENT GROUP, formally registered with the SEC as SPINOSA WEALTH MANAGEMENT GROUP. The firm was established in 04/23/2021. They have over 1 offices throughout the country.

SPINOSA WEALTH MANAGEMENT GROUP is a Mandeville, Louisiana based Financial Planning firm with nearly $127,688,386 assets under management, offering retirement planning & investment advisory services to 269 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#170903
SEC#801-120889
Assets Managed by Firm$127,688,386
No. of Clients269
No. of Advisors3

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

Firm Client Information

No. of ClientsAUM
Firm Total269$127,688,386
Individuals (other than high net worth individuals)42$7,803,857
High net worth individuals91$118,574,175
Corporations or other businesses2$1,310,354

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