Spectrum Wealth Management, LLC

Spectrum Wealth Management, LLC (CRD# 144164) is a financial advisory firm headquartered in , . They manage $73,373,931 in 393 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.spectrumwealth.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $186,702
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, MD, PA, TX

Financial Advisors at Spectrum Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lawrence Buchholz, financial advisor Meredith CO
Lawrence R. Buchholz
CRD#: 2967657
Meredith, CO

Lawrence Buchholz (CRD# 2967657) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Meredith, CO and has over 22 years of experience in the finance industry.

2
Thomas Hatfield, financial advisor Addison TX
Thomas E. Hatfield
CRD#: 239688
16475 Dallas Parkway, Suite 835, Addison, TX 75001

Thomas Hatfield (CRD# 239688) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Addison, TX and has over 25 years of experience in the finance industry.

3
Thomas Hatfield, financial advisor Meredith CO
Thomas E. Hatfield
CRD#: 2868599
Meredith, CO

Thomas Hatfield (CRD# 2868599) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Meredith, CO and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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