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
Spelts Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management70MILLION
-
Total Number of Accounts175ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Spelts Wealth Management, Inc.
1
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.
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