SPECTRUM WEALTH COUNSEL, LLC

SPECTRUM WEALTH COUNSEL, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 323651). Regulatory assets under management: $1.2B.

Registration

• CRD: 323651
• SEC file number: 801-126882
• Type: Registered investment adviser
• Location: 600 EAST 96TH STREET, SUITE 130, INDIANAPOLIS, IN, 46240
• Phone: 317-663-5600
• Latest filing: 2025-03-28
• Regulatory AUM: $1.2B
• Discretionary AUM: $1.1B
• Non-discretionary AUM: $58.4M
• Clients: 12
• Accounts: 1,504

Business model

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

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323651 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search