Spectrum Wealth Management, LLC

Spectrum Wealth Management, LLC (CRD# 135530) is a financial advisory firm headquartered in Irvine, CA. They manage $234,227,944 in 616 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $380,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Spectrum Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Benjamin R. Putman
CRD#: 2310648
9911 Irvine Center Drive, Suite 150, Irvine, CA 92618

Benjamin Putman (CRD# 2310648) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Irvine, CA and has over 25 years of experience in the finance industry.

2
Jarryd M. Reyes
CRD#: 6122413
9911 Irvine Center Drive, Suite 150, Irvine, CA 92618

Jarryd Reyes (CRD# 6122413) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Irvine, CA and has over 11 years of experience in the finance industry.

3
Donovan D. Ritter
CRD#: 2810360
9911 Irvine Center Drive, Suite 150, Irvine, CA 92618

Donovan Ritter (CRD# 2810360) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Irvine, CA and has over 27 years of experience in the finance industry.

4
Nicole R. Gasque
CRD#: 4917924
9911 Irvine Center Drive, Suite 150, Irvine, CA 92618

Nicole Gasque (CRD# 4917924) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Irvine, CA and has over 14 years of experience in the finance industry.

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