Spinosa Wealth Management Group
Spinosa Wealth Management Group is an SEC-registered wealth manager in Mandeville, LA with $191.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Spinosa Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170903, SEC 801-120889, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $191.4M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Mandeville, LA
- Employees
- 3
- Clients
- 152
- CRD
- 170903
- Ownership
- SPINOSA, LAWRENCE, RANDALL; ROADEN, BRITTANY, NICHOLE
How much AUM does Spinosa Wealth Management Group have?
Spinosa Wealth Management Group reported $191.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Spinosa Wealth Management Group?
Disclosed owners and executives of Spinosa Wealth Management Group include SPINOSA, LAWRENCE, RANDALL, ROADEN, BRITTANY, NICHOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.