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SPECTRUM WEALTH MANAGEMENT, LLC

Tel: 949-597-0101
9911 Irvine Center Drive
Suite 150
Irvine, California  92618

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SPECTRUM WEALTH MANAGEMENT, LLC

SPECTRUM WEALTH MANAGEMENT, LLC is a Irvine, California based financial advisory firm with nearly $234,227,944 in assets under management and provides investment advisory services for 616 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

135530

SEC#:

801-113730

No. of Clients:

616

Assets under Management

$234,227,944

No. of Advisors:

4

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