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SPINOSA WEALTH MANAGEMENT GROUP

MANDEVILLE, LA · CRD 170903 · IAPD ↗ · spinosawmg.com · 985-674-6722

$191.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — SPINOSA WEALTH MANAGEMENT GROUP now reports custody of client assets ($155.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.