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SPECTRUM PLANNING & ADVISORY SERVICES INC.

Advisory

N·SAN DIEGO, CA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM
$236M
1-Year AUM Growth
+23.2%
3-Year CAGR
+9.4%
Employees
4
Assets Under Management
Total AUM$236M
Discretionary AUM$236M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients211
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record14
First FilingOct 15, 2020
Latest FilingFeb 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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