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SPELTS WEALTH MANAGEMENT, INC.

Advisory

CHICO, CA

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

Rank in CA
#2,972
of 5,480 advisers by AUM
Average account
$291K
across 289 accounts
AUM per adviser
$84M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM
$84M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$84M
Discretionary AUM$84M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients196
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndMarch
Operates InCA, ID, NE
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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