RIA Intel›Advisers›Colorado›SPECTRUM WEALTH MANAGEMENT, LLC

SPECTRUM WEALTH MANAGEMENT, LLC

Advisory

CO

Data as of Apr 8, 2026 · Source: SEC Form ADV

Rank in CO

#539

of 720 advisers by AUM

Average account

$244K

across 396 accounts

AUM per adviser

$96M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients224

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, MD, PA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

224 clients

26 high-net-worth

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

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Advisers of similar size in CO

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

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PROSPER FINANCIAL MANAGEMENT, LLC

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