SPELTS WEALTH MANAGEMENT, INC.

SPELTS WEALTH MANAGEMENT, INC. of CHICO, CA is an SEC-registered investment adviser (CRD 338961). Regulatory assets under management: $84.0M.

Registration

• CRD: 338961
• Type: Registered investment adviser
• Location: 901 BRUCE ROAD, CHICO, CA, 95928
• Phone: 530-891-0717
• Latest filing: 2026-04-10
• Regulatory AUM: $84.0M
• Discretionary AUM: $84.0M
• Clients: 2
• Accounts: 289

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338961 on SEC IAPD (source of record)
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