SPELTS WEALTH MANAGEMENT, INC
CRD #158321 SEC #801-96318 CHICO, CA 530-891-0717
SEC Registered
Total AUM
$140M
Discretionary
$140M
Employees
1
Clients
0
Accounts
418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $52M | $52M | $0 | 2 | 0 |
| Jan 2023 | $52M | $52M | $0 | 1 | 0 |
| Jan 2023 | $52M | $52M | $0 | 1 | 0 |
| Dec 2022 | $140M | $140M | $0 | 1 | 0 |
| Jul 2022 | $140M | $140M | $0 | 1 | 0 |
| May 2022 | $140M | $140M | $0 | 2 | 0 |
| May 2021 | $130M | $130M | $0 | 2 | 0 |
| Jun 2020 | $120M | $120M | $0 | 2 | 0 |
| Jun 2020 | $120M | $120M | $0 | 2 | 0 |
| Jun 2020 | $120M | $120M | $0 | 2 | 0 |
| May 2019 | $107M | $107M | $0 | 2 | 0 |
| Jun 2018 | $115M | $115M | $0 | 2 | 0 |
| May 2017 | $115M | $85M | $30M | 2 | 200 |
| Dec 2016 | $105M | $80M | $25M | 2 | 200 |
| Nov 2016 | $105M | $80M | $25M | 2 | 200 |
| Jun 2016 | $105M | $80M | $25M | 2 | 200 |
| Mar 2016 | $100M | $90M | $10M | 2 | 200 |
| Nov 2015 | $100M | $90M | $10M | 2 | 200 |
| May 2015 | $100M | $90M | $10M | 2 | 200 |
DateFeb 2023
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients0
DateDec 2022
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateMay 2019
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$115M
Discretionary$85M
Non-Disc.$30M
Employees2
Clients200
DateDec 2016
Total AUM$105M
Discretionary$80M
Non-Disc.$25M
Employees2
Clients200
DateNov 2016
Total AUM$105M
Discretionary$80M
Non-Disc.$25M
Employees2
Clients200
DateJun 2016
Total AUM$105M
Discretionary$80M
Non-Disc.$25M
Employees2
Clients200
DateMar 2016
Total AUM$100M
Discretionary$90M
Non-Disc.$10M
Employees2
Clients200
DateNov 2015
Total AUM$100M
Discretionary$90M
Non-Disc.$10M
Employees2
Clients200
DateMay 2015
Total AUM$100M
Discretionary$90M
Non-Disc.$10M
Employees2
Clients200