SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD #298632 SEC #801-114024 GRANITE BAY, CA (916) 772-5970
SEC Registered
Total AUM
$370M
Discretionary
$370M
Employees
4
Clients
0
Accounts
604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $370M | $370M | $0 | 4 | 3 |
| Nov 2024 | $282.8M | $282.8M | $0 | 3 | 0 |
| Feb 2024 | $282.8M | $282.8M | $0 | 3 | 0 |
| Nov 2023 | $235.6M | $235.6M | $0 | 3 | 0 |
| Apr 2023 | $235.6M | $235.6M | $0 | 3 | 0 |
| Mar 2023 | $235.6M | $235.6M | $0 | 3 | 0 |
| Oct 2022 | $283.8M | $283.8M | $0 | 3 | 0 |
| Oct 2022 | $283.8M | $283.8M | $0 | 3 | 0 |
| Mar 2022 | $283.8M | $283.8M | $0 | 3 | 0 |
| Mar 2021 | $224.5M | $224.5M | $0 | 2 | 0 |
| Nov 2020 | $177.3M | $176.2M | $1.1M | 2 | 0 |
| Sep 2020 | $177.3M | $176.2M | $1.1M | 2 | 0 |
| Jun 2020 | $177.3M | $176.2M | $1.1M | 2 | 0 |
| May 2020 | $177.3M | $176.2M | $1.1M | 2 | 0 |
| Mar 2020 | $177.3M | $176.2M | $1.1M | 2 | 0 |
| Mar 2020 | $177.3M | $176.2M | $1.1M | 2 | 0 |
| Jan 2020 | $128M | $126.8M | $1.2M | 2 | 0 |
| Dec 2019 | $128M | $126.8M | $1.2M | 2 | 0 |
| Aug 2019 | $128M | $126.8M | $1.2M | 2 | 0 |
| Jan 2019 | $128M | $126.8M | $1.2M | 2 | 0 |
| Jan 2019 | $128M | $126.8M | $1.2M | 2 | 0 |
| Jan 2019 | $0 | $0 | $0 | 2 | 0 |
| Dec 2018 | $0 | $0 | $0 | 2 | 0 |
| Sep 2018 | $0 | $0 | $0 | 2 | 0 |
| Sep 2018 | $0 | $0 | $0 | 2 | 0 |
| Sep 2018 | $0 | $0 | $0 | 2 | 0 |
| Aug 2018 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees4
Clients3
DateNov 2024
Total AUM$282.8M
Discretionary$282.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$282.8M
Discretionary$282.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$283.8M
Discretionary$283.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$283.8M
Discretionary$283.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$283.8M
Discretionary$283.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$224.5M
Discretionary$224.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$177.3M
Discretionary$176.2M
Non-Disc.$1.1M
Employees2
Clients0
DateSep 2020
Total AUM$177.3M
Discretionary$176.2M
Non-Disc.$1.1M
Employees2
Clients0
DateJun 2020
Total AUM$177.3M
Discretionary$176.2M
Non-Disc.$1.1M
Employees2
Clients0
DateMay 2020
Total AUM$177.3M
Discretionary$176.2M
Non-Disc.$1.1M
Employees2
Clients0
DateMar 2020
Total AUM$177.3M
Discretionary$176.2M
Non-Disc.$1.1M
Employees2
Clients0
DateMar 2020
Total AUM$177.3M
Discretionary$176.2M
Non-Disc.$1.1M
Employees2
Clients0
DateJan 2020
Total AUM$128M
Discretionary$126.8M
Non-Disc.$1.2M
Employees2
Clients0
DateDec 2019
Total AUM$128M
Discretionary$126.8M
Non-Disc.$1.2M
Employees2
Clients0
DateAug 2019
Total AUM$128M
Discretionary$126.8M
Non-Disc.$1.2M
Employees2
Clients0
DateJan 2019
Total AUM$128M
Discretionary$126.8M
Non-Disc.$1.2M
Employees2
Clients0
DateJan 2019
Total AUM$128M
Discretionary$126.8M
Non-Disc.$1.2M
Employees2
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0