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).
Total Assets Under Management105MILLION
Total Number of Accounts275ACCOUNTS
Average Account Value$381,818
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
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.
Mark Spelts (CRD# 1802111) is an Investment Advisor Representative working at Spelts Wealth Management, Inc. in Chico, CA and has over 29 years of experience in the finance industry.