Spectrum Wealth Management, LLC

Spectrum Wealth Management, LLC (CRD# 144164) is a financial advisory firm headquartered in Denver, CO. They manage $47,000,000 in 310 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $151,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, NY, TX

Financial Advisors at Spectrum Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence R. Buchholz
CRD#: 2967657
Silt, CO
93
Wealthminder
score

Lawrence Buchholz (CRD# 2967657) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Silt, CO and has over 16 years of experience in the finance industry.

2
Darrell S. Montgomery
CRD#: 4748848
Denver, CO
93
Wealthminder
score

Darrell Montgomery (CRD# 4748848) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Denver, CO and has over 14 years of experience in the finance industry.

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