SPECTRUM WEALTH MANAGEMENT, LLC

Overview

Spectrum Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm focuses on serving individuals and families, delivering financial planning, portfolio management for individuals and small businesses, and manager selection services. As a capital allocator, Spectrum constructs client portfolios largely through third‑party managers and pooled vehicles rather than by concentrating on direct single‑name stock positions. Fee arrangements include a mix of percentage‑of‑AUM billing alongside hourly, fixed and other fee structures, allowing flexibility for comprehensive planning engagements or project work. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices