← Tributary

SPECTRA INVESTMENT MANAGEMENT, LLC

STUART, FL · CRD 288145 · IAPD ↗ · (772) 324-5640

$306.8MRegulatory AUM
3Advisory reps
3Employees
1Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SPECTRA INVESTMENT MANAGEMENT, LLC reported RAUM up 26% ($243.7M -> $306.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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