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).
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Total Assets Under Management234MILLION
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Total Number of Accounts616ACCOUNTS
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Average Account Value$380,240
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA
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.
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.
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.
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.