SPINOSA WEALTH MANAGEMENT GROUP, LLC
Legal name: SPINOSA WEALTH MANAGEMENT GROUP
CRD #170903 SEC #801-120889 MANDEVILLE, LA 985-674-6722
SEC Registered
Total AUM
$155.1M
Discretionary
$155.1M
Employees
3
Clients
0
Accounts
319
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $155.1M | $155.1M | $0 | 3 | 0 |
| Mar 2024 | $127.7M | $127.7M | $0 | 3 | 0 |
| Mar 2023 | $113.2M | $113.2M | $0 | 3 | 0 |
| Mar 2022 | $146.8M | $146.8M | $0 | 1 | 0 |
| Mar 2021 | $129.7M | $129.7M | $0 | 3 | 0 |
DateMar 2025
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients0