SPECTRUM WEALTH MANAGEMENT, LLC

SPECTRUM WEALTH MANAGEMENT, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 135530). Regulatory assets under management: $269.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Benjamin Ross PutmanPRESIDENT & CHIEF COMPLIANCE OFFICER
PUTMAN BENJAMIN ROSSOWNER; PRESIDENT & CHIEF COMPLIANCE OFFICER

Branch offices (2)

CityStateEmployeesPhone
1(949) 743-5206
1(949) 743-5206

More on this firm