Spelts Wealth Management, Inc.
Firm details
- Headquarters
- Chico, California
- CRD number
- 338961
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.8%
- HNWI25%
- Pension & Profit Sharing Plans8.36%
- Corporations / Businesses2.84%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Spelts Wealth Management, Inc. is an individually owned corporate RIA that serves both individual/family clients and institutional accounts. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management across individual and small-business relationships as well as business or institutional clients. Advisory services explicitly include portfolio management and pension consulting. Spelts does not identify as an active ESG investor and operates as a single-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- US Government Bonds34%
- Public Funds/Mutual Funds11%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Kaley Hutcheson
Vice President, OperationsCRD 5990941
Kerri Cooley
Vice President, Client RelationsCRD 8179921
Sean Morgan
Strategic Investment AdvisorCRD 7986184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chico, CA
Butte
Location
Chico, CA
Headquartered in Chico, CA, in the West of the United States.
- Region
- West
- County
- Butte
- Address
- 901 Bruce Rd
- Time zone
- PT (UTC-8)
- Office locations
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