| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Lee Christie Control | Chief Compliance Officer & Managing Member | Over 75% | 2018 |
| Michael Rutherford Thompson Control | Partner & Wealth Advisor | 5-10% | 2019 |
Spectrum Wealth Advisory Group, LLC reports $370 million in regulatory assets under management on its Form ADV.
Spectrum Wealth Advisory Group, LLC reports 4 employees.
Spectrum Wealth Advisory Group, LLC is based in Granite Bay, CA and has been SEC-registered since 2018.
Spectrum Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5925 Granite Lake Drive, Suite 130, Granite Bay, CA 95746 |
| Phone | (916) 772-5970 |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1776821 |
| Discloses disciplinary history | No |
| Discretionary | $370M |
| Non-discretionary | $0 |
| Total (RAUM) | $370M |