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SPECTRUM WEALTH MANAGEMENT
INDIANAPOLIS, IN
317-663-5600
SEC #801-126882Total AUM
$1.2B
Employees
12Clients
230Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
600 EAST 96TH STREET, SUITE 130
INDIANAPOLIS
IN 46240
United States
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00 AM - 5:00 PM
MON- THURS // FRIDAY CLOSE AT 4PM
MON- THURS // FRIDAY CLOSE AT 4PM
Phone
317-663-5600
Financials
Total AUM
$1.2B
Accounts
1,504Discretionary
$1.1B
Accounts
1,485Non-Discretionary
$58.4M
Accounts
19
Clients
Individual Clients
75AUM
$29.5M
HNW Individual Clients
150AUM
$1.1B
Pension/Profit Sharing Plan Clients
3AUM
$44.5M
Charitable Organization Clients
2AUM
$12.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE SOLUTIONS; CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REV SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
COFLILINTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.