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Building 2SPECTRUM WEALTH ADVISORS, INC.

Map pinOVERLAND PARK, KS
Phone913-685-8581
NotebookSEC #801-66488
Total AUM
$38.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7285 W 132 ST.
SUITE 180
OVERLAND PARK
KS 66213
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
913-685-8581

ReceiptFinancials

Total AUM
$38.3M
Accounts
246
Discretionary
$34.3M
Accounts
211
Non-Discretionary
$4M
Accounts
35

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER/MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONEVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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