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SPECTRUM WEALTH MANAGEMENT
INDIANAPOLIS, IN
317-663-5600
SEC #801-71751Total AUM
$977.1M
Employees
6Clients
231Firm 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
SUITE 130
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
317-663-5600
Financials
Total AUM
$977.1M
Accounts
1,142Discretionary
$955.8M
Accounts
1,104Non-Discretionary
$21.3M
Accounts
38
Clients
Individual Clients
96AUM
$35.7M
HNW Individual Clients
130AUM
$878.5M
Pension/Profit Sharing Plan Clients
3AUM
$48.6M
Charitable Organization Clients
1AUM
$13.4M
Corporation or Business Clients
1AUM
$826.4K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLILINTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.