SPINOSA WEALTH MANAGEMENT GROUP

Overview

Spinosa Wealth Management Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and focuses on serving individuals and families, acting as a capital allocator that combines advisory planning with portfolio management. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and pension consulting services (the firm indicates pension consulting among its activities but is not flagged as a designated pension consultant). Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Spinosa reports no active ESG investing program and is not identified as a multi-state adviser. Spinosa lists professional relationships with accounting and insurance firms as industry affiliations, reflecting a model that coordinates tax and insurance planning alongside investment advice.

Assets & Accounts

Investments & Alternatives