SPECTRUM WEALTH MANAGEMENT, LLC

SPECTRUM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 144164). Regulatory assets under management: $96.5M.

Registration

• CRD: 144164
• Type: Registered investment adviser
• Phone: 303-757-5020
• Latest filing: 2026-04-08
• Regulatory AUM: $96.5M
• Discretionary AUM: $96.5M
• Clients: 2
• Accounts: 396

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search