Spelts Wealth Management, Inc.

Spelts Wealth Management, Inc. (CRD# 158321) is a financial advisory firm headquartered in Chico, CA. They manage $105,000,000 in 275 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $381,818
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
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.

CA, NE

Financial Advisors at Spelts Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Barrett O. Benson
CRD#: 4013223
901 Bruce Road, Suite 160, Chico, CA 95928
93
Wealthminder
score

Barrett Benson (CRD# 4013223) is an Investment Advisor Representative working at Spelts Wealth Management, Inc. in Chico, CA and has over 15 years of experience in the finance industry.

2
Mark W. Spelts
CRD#: 1802111
901 Bruce Road, Suite 160, Chico, CA 95928
63
Wealthminder
score

Mark Spelts (CRD# 1802111) is an Investment Advisor Representative working at Spelts Wealth Management, Inc. in Chico, CA and has over 28 years of experience in the finance industry.

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