Spelts Wealth Management, Inc.

Spelts Wealth Management, Inc. (CRD# 158321) is a financial advisory firm headquartered in Chico, CA. They manage $70,000,000 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
901 Bruce Road, Suite 160, Chico, CA 95928
http://www.speltswm.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Spelts Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark Spelts, financial advisor Chico CA
Mark W. Spelts
CRD#: 1802111
901 Bruce Road, Suite 160, Chico, CA 95928

Mark Spelts (CRD# 1802111) is an Investment Advisor Representative working at Spelts Wealth Management, Inc. in Chico, CA and has over 35 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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