RIA Intel›Advisers›California›SPECTRUM WEALTH ADVISORY GROUP, LLC

SPECTRUM WEALTH ADVISORY GROUP, LLC

Advisory

N·GRANITE BAY, CA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM
$445M
1-Year AUM Growth
+30.9%
3-Year CAGR
+9.0%
Employees
4
Assets Under Management
Total AUM$445M
Discretionary AUM$445M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients604
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingAug 22, 2018
Latest FilingMar 10, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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