Spectrum Wealth Advisory Group, LLC
Spectrum Wealth Advisory Group, LLC is an SEC-registered mass-market adviser in Granite Bay, CA with $445.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Spectrum Wealth Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298632, SEC 801-114024, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $445.4M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Granite Bay, CA
- Employees
- 5
- Clients
- 670
- CRD
- 298632
- Ownership
- CHRISTIE, KENNETH, LEE; THOMPSON, MICHAEL, RUTHERFORD
How much AUM does Spectrum Wealth Advisory Group, LLC have?
Spectrum Wealth Advisory Group, LLC reported $445.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Spectrum Wealth Advisory Group, LLC?
Disclosed owners and executives of Spectrum Wealth Advisory Group, LLC include CHRISTIE, KENNETH, LEE, THOMPSON, MICHAEL, RUTHERFORD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.