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Spinosa Wealth Management Group, LLC

● SEC registered since 2021CRD 170903SEC# 801-120889Mandeville, LA
Export (members)
Reg. AUM
$155.1M
Employees
3
Accounts
319
Location
Mandeville, LA

Spinosa Wealth Management Group, LLC assets under management

Spinosa Wealth Management Group, LLC is a registered investment adviser overseen by the SEC based in Mandeville, LA. The firm has been registered since 2021. It reports $155.1 million in regulatory assets under management and employs 3 people.
www.spinosawmg.comView on SEC.gov ↗

Spinosa Wealth Management Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brittany Nichole Roaden ControlChief Compliance OfficerUnder 5%2020
Lawrence Randall Spinosa ControlPresidentOver 75%1982

Frequently asked questions

How much does Spinosa Wealth Management Group, LLC manage?

Spinosa Wealth Management Group, LLC reports $155.1 million in regulatory assets under management on its Form ADV.

How many employees does Spinosa Wealth Management Group, LLC have?

Spinosa Wealth Management Group, LLC reports 3 employees.

Where is Spinosa Wealth Management Group, LLC located?

Spinosa Wealth Management Group, LLC is based in Mandeville, LA and has been SEC-registered since 2021.

Does Spinosa Wealth Management Group, LLC disclose fund performance?

Spinosa Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4565 Lasalle Street, Suite 201, Mandeville, LA 70471
Phone985-674-6722
Fax508-448-6017
Office hours8:00 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155.1M
Non-discretionary$0
Total (RAUM)$155.1M