SPECTRUM MANAGEMENT GROUP, LLC.
Legal name: SPECTRUM WEALTH MANAGEMENT
CRD #154532 SEC #801-71751 INDIANAPOLIS, IN 317-663-5600
SEC Registered
Total AUM
$977.1M
Discretionary
$955.8M
Employees
6
Clients
101
Accounts
1,142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2022 | $977.1M | $955.8M | $21.3M | 6 | 5 |
| Mar 2022 | $977.1M | $955.8M | $21.3M | 6 | 5 |
| Sep 2021 | $711.3M | $691.9M | $19.4M | 12 | 5 |
| Feb 2021 | $711.3M | $691.9M | $19.4M | 12 | 5 |
| Jun 2020 | $644.3M | $624.4M | $19.9M | 10 | 0 |
| Mar 2020 | $644.3M | $624.4M | $19.9M | 10 | 0 |
| May 2019 | $523.4M | $522M | $1.4M | 9 | 4 |
| Apr 2019 | $523.4M | $522M | $1.4M | 9 | 4 |
| Mar 2019 | $523.4M | $522M | $1.4M | 9 | 4 |
| Mar 2018 | $548.7M | $547.1M | $1.6M | 10 | 0 |
| Apr 2017 | $507.7M | $506.2M | $1.4M | 9 | 200 |
| Mar 2017 | $507.7M | $506.2M | $1.4M | 9 | 200 |
| Mar 2016 | $442M | $439.7M | $2.3M | 9 | 200 |
| Mar 2015 | $474M | $472M | $2M | 8 | 200 |
| Mar 2014 | $448.9M | $447.2M | $1.8M | 7 | 200 |
| Sep 2013 | $427.8M | $425.8M | $1.9M | 5 | 200 |
| Mar 2013 | $389.5M | $386.6M | $2.9M | 5 | 200 |
| Nov 2012 | $334.4M | $333.5M | $862.7K | 7 | 200 |
| Mar 2012 | $334.4M | $333.5M | $862.7K | 6 | 200 |
| Mar 2011 | $307M | $306.3M | $705.6K | 10 | -- |
| Mar 2011 | $307M | $306.3M | $705.6K | 10 | -- |
| Oct 2010 | $0 | $0 | $0 | 10 | -- |
| Aug 2010 | $0 | $0 | $0 | 10 | -- |
DateDec 2022
Total AUM$977.1M
Discretionary$955.8M
Non-Disc.$21.3M
Employees6
Clients5
DateMar 2022
Total AUM$977.1M
Discretionary$955.8M
Non-Disc.$21.3M
Employees6
Clients5
DateSep 2021
Total AUM$711.3M
Discretionary$691.9M
Non-Disc.$19.4M
Employees12
Clients5
DateFeb 2021
Total AUM$711.3M
Discretionary$691.9M
Non-Disc.$19.4M
Employees12
Clients5
DateJun 2020
Total AUM$644.3M
Discretionary$624.4M
Non-Disc.$19.9M
Employees10
Clients0
DateMar 2020
Total AUM$644.3M
Discretionary$624.4M
Non-Disc.$19.9M
Employees10
Clients0
DateMay 2019
Total AUM$523.4M
Discretionary$522M
Non-Disc.$1.4M
Employees9
Clients4
DateApr 2019
Total AUM$523.4M
Discretionary$522M
Non-Disc.$1.4M
Employees9
Clients4
DateMar 2019
Total AUM$523.4M
Discretionary$522M
Non-Disc.$1.4M
Employees9
Clients4
DateMar 2018
Total AUM$548.7M
Discretionary$547.1M
Non-Disc.$1.6M
Employees10
Clients0
DateApr 2017
Total AUM$507.7M
Discretionary$506.2M
Non-Disc.$1.4M
Employees9
Clients200
DateMar 2017
Total AUM$507.7M
Discretionary$506.2M
Non-Disc.$1.4M
Employees9
Clients200
DateMar 2016
Total AUM$442M
Discretionary$439.7M
Non-Disc.$2.3M
Employees9
Clients200
DateMar 2015
Total AUM$474M
Discretionary$472M
Non-Disc.$2M
Employees8
Clients200
DateMar 2014
Total AUM$448.9M
Discretionary$447.2M
Non-Disc.$1.8M
Employees7
Clients200
DateSep 2013
Total AUM$427.8M
Discretionary$425.8M
Non-Disc.$1.9M
Employees5
Clients200
DateMar 2013
Total AUM$389.5M
Discretionary$386.6M
Non-Disc.$2.9M
Employees5
Clients200
DateNov 2012
Total AUM$334.4M
Discretionary$333.5M
Non-Disc.$862.7K
Employees7
Clients200
DateMar 2012
Total AUM$334.4M
Discretionary$333.5M
Non-Disc.$862.7K
Employees6
Clients200
DateMar 2011
Total AUM$307M
Discretionary$306.3M
Non-Disc.$705.6K
Employees10
Clients--
DateMar 2011
Total AUM$307M
Discretionary$306.3M
Non-Disc.$705.6K
Employees10
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--