RIA Intel›Advisers›Louisiana›SPINOSA WEALTH MANAGEMENT GROUP, LLC

SPINOSA WEALTH MANAGEMENT GROUP, LLC

Advisory

N·MANDEVILLE, LA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM
$191M
1-Year AUM Growth
+12.8%
3-Year CAGR
-0.5%
Employees
2
Assets Under Management
Total AUM$191M
Discretionary AUM$191M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients139
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingMar 23, 2021
Latest FilingMar 5, 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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