SPINOSA WEALTH MANAGEMENT GROUP

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

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 Status	Approved
Firm CRD#	170903
SEC#	801-120889
Assets Managed by Firm	$127,688,386
No. of Clients	269
No. of Advisors	3

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 Clients	AUM
Firm Total	269	$127,688,386
Individuals (other than high net worth individuals)	42	$7,803,857
High net worth individuals	91	$118,574,175
Corporations or other businesses	2	$1,310,354

More Retirement Planning firms in Mandeville, Louisiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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