Spg Advisors LLC
Spg Advisors LLC is an SEC-registered mass-market adviser in Kirkland, WA with $535.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Spg Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284496, SEC 801-118756, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $535.4M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Kirkland, WA
- Employees
- 9
- Clients
- 692
- CRD
- 284496
- Ownership
- MAAS, JOSEPH, MERRELL; Stryzewski, Katherine, Ann; Lohman, Justin, Richard; SPG WEALTH MANAGEMENT VOTING TRUST; Downs, Loren, David
How much AUM does Spg Advisors LLC have?
Spg Advisors LLC reported $535.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Spg Advisors LLC?
Disclosed owners and executives of Spg Advisors LLC include MAAS, JOSEPH, MERRELL, Stryzewski, Katherine, Ann, Lohman, Justin, Richard, SPG WEALTH MANAGEMENT VOTING TRUST, Downs, Loren, David. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.