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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROADEN, BRITTANY, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROADEN, BRITTANY, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROADEN, BRITTANY, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROADEN, BRITTANY, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROADEN, BRITTANY, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPINOSA, LAWRENCE, RANDALL | I | PRESIDENT | E | Control |
| SPINOSA, LAWRENCE, RANDALL | I | PRESIDENT | E | Control |
| SPINOSA, LAWRENCE, RANDALL | I | PRESIDENT | E | Control |
| SPINOSA, LAWRENCE, RANDALL | I | PRESIDENT | E | Control |
| SPINOSA, LAWRENCE, RANDALL | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (3)
FL LA TX
Address
4565 LASALLE STREETSUITE 201
MANDEVILLE, LA 70471
United States
Phone: 985-674-6722