RIA Intel›Advisers›Nevada›THE SPINELLI GROUP LLC

THE SPINELLI GROUP LLC

Advisory

NV

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

Average account

$299K

across 11 accounts

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV

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

11 clients

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

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Advisers of similar size in NV

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

MICHAEL CHARLES KISSNER

$3M

HARVEST WEALTH DESIGN & MANAGEMENT, LLC

$3M

WEALTH IN YOURSELF LLC

ZEPHYR COVE, NV

$4M

HAWKEN WEALTH MANAGEMENT LLC

$4M

ARTIUMOLOGY LLC

$3M

DIANE BOOTH TUNTLAND

$4M

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