Spinosa Wealth Management Group

Spinosa Wealth Management Group (CRD# 170903) is a financial advisory firm headquartered in Mandeville, LA. They manage $71,595,672 in 95 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Spinosa Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
Lawrence R. Spinosa
CRD#: 1453282
4565 Lasalle Street, Suite 201, Mandeville, LA 70471

Lawrence Spinosa (CRD# 1453282) is an Investment Advisor Representative working at Spinosa Wealth Management Group in Mandeville, LA and has over 23 years of experience in the finance industry. Lawrence Spinosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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