SPECTRUM WEALTH ADVISORS, LLC

Overview

Spectrum Wealth Advisors, LLC is a fee-based advisory firm focused on discretionary portfolio management for individuals, small businesses and institutions. The firm runs a percentage-of-AUM fee model and provides portfolio management and pension consulting services rather than brokerage or transactional trading as its primary business. Its client mix spans individual and family clients as well as some institutional relationships, and the firm does not position itself as an ESG-focused allocator. Investment activity centers on publicly available pooled vehicles—primarily mutual funds—with the firm using those funds to build diversified portfolios across equity and fixed income exposures. The adviser reports no status as a capital allocator, which, together with its heavy mutual-fund usage, suggests a manager-of-managers or model-portfolios approach rather than direct control of extensive private-market programs. Pension consulting and institutional work indicate experience dealing with plan-level implementation and basic fiduciary reporting for organizational clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices