RIA Intel›Advisers›West Virginia›THE SPANO GROUP WEALTH MANAGERS

THE SPANO GROUP WEALTH MANAGERS

Advisory

PRESIDENT & CEO, WV

Data as of Jan 22, 2025 · Source: SEC Form ADV

Average account

$71K

across 14 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2025.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$0

Non-Discretionary AUM$1M

Discretionary %0%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InWV

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

14 clients

5 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 WV

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

MCKEE WEALTH MANAGEMENT

HURRICANE, WV

$763K

JONDAKNOWS FINANCIAL GROUP, INC.

HUNTINTON, WV

$1M

4 SEASONS ADVISORS, LLC

PRINCETON, WV

$700K

LEGACY COVENANT LLC

$476K

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