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SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD 298632 · IAPD ↗ · (916) 772-5970

$445.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — SPECTRUM WEALTH ADVISORY GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — SPECTRUM WEALTH ADVISORY GROUP, LLC reported RAUM up 31% ($282.8M -> $370.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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