SPECTRUM WEALTH MANAGEMENT, LLC
CRD #135530 SEC #801-113730 IRVINE, CA 949-597-0101
SEC Registered
Total AUM
$269.5M
Discretionary
$208M
Employees
3
Clients
1
Accounts
505
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $269.5M | $208M | $61.5M | 3 | 0 |
| Aug 2025 | $269.5M | $208M | $61.5M | 3 | 0 |
| Jul 2025 | $269.5M | $208M | $61.5M | 3 | 0 |
| Mar 2025 | $269.5M | $208M | $61.5M | 3 | 0 |
| Feb 2024 | $234.2M | $184.3M | $49.9M | 4 | 0 |
| Nov 2023 | $173M | $134.3M | $38.7M | 4 | 1 |
| Jul 2023 | $173M | $134.3M | $38.7M | 4 | 1 |
| Mar 2023 | $173M | $134.3M | $38.7M | 4 | 1 |
| Sep 2022 | $180.6M | $180.6M | $0 | 3 | 0 |
| Mar 2022 | $180.6M | $180.6M | $0 | 3 | 0 |
| Mar 2021 | $176M | $176M | $0 | 3 | 0 |
| Jun 2020 | $144.6M | $144.6M | $0 | 3 | 0 |
| Mar 2020 | $144.6M | $144.6M | $0 | 3 | 0 |
| Mar 2019 | $127.6M | $127.6M | $0 | 3 | 0 |
| Jun 2018 | $111.3M | $111.3M | $0 | 3 | 0 |
DateSep 2025
Total AUM$269.5M
Discretionary$208M
Non-Disc.$61.5M
Employees3
Clients0
DateAug 2025
Total AUM$269.5M
Discretionary$208M
Non-Disc.$61.5M
Employees3
Clients0
DateJul 2025
Total AUM$269.5M
Discretionary$208M
Non-Disc.$61.5M
Employees3
Clients0
DateMar 2025
Total AUM$269.5M
Discretionary$208M
Non-Disc.$61.5M
Employees3
Clients0
DateFeb 2024
Total AUM$234.2M
Discretionary$184.3M
Non-Disc.$49.9M
Employees4
Clients0
DateNov 2023
Total AUM$173M
Discretionary$134.3M
Non-Disc.$38.7M
Employees4
Clients1
DateJul 2023
Total AUM$173M
Discretionary$134.3M
Non-Disc.$38.7M
Employees4
Clients1
DateMar 2023
Total AUM$173M
Discretionary$134.3M
Non-Disc.$38.7M
Employees4
Clients1
DateSep 2022
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees3
Clients0