SPELTS WEALTH MANAGEMENT, INC

SPELTS WEALTH MANAGEMENT, INC of CHICO, CA is an SEC-registered investment adviser (CRD 158321). Regulatory assets under management: $52.0M.

Registration

• CRD: 158321
• SEC file number: 801-96318
• Type: Registered investment adviser
• Location: 901 BRUCE ROAD, SUITE 160, CHICO, CA, 95928
• Phone: 530-891-0717
• Latest filing: 2023-02-02
• Regulatory AUM: $52.0M
• Discretionary AUM: $52.0M
• Clients: 2
• Accounts: 343

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 158321 on SEC IAPD (source of record)
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