RIA Intel›Advisers›South Carolina›SPECTRUM WEALTH ADVISORS, LLC

SPECTRUM WEALTH ADVISORS, LLC

Advisory

COLUMBIA, SC

Data as of Feb 21, 2026 · Source: SEC Form ADV

Rank in SC

#175

of 188 advisers by AUM

Average account

$808K

across 66 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 21, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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INTELLIGENT INVESTING, LLC

$54M

GNI CAPITAL INC.

$55M

PALMETTO COAST ADVISORS, INC.

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