SPECTRUM WEALTH COUNSEL, LLC
Legal name: SPECTRUM WEALTH MANAGEMENT
CRD #323651 SEC #801-126882 INDIANAPOLIS, IN 317-663-5600
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
12
Clients
101
Accounts
1,504
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.1B | $58.4M | 12 | 6 |
| Jun 2024 | $976.4M | $922.1M | $54.3M | 13 | 0 |
| Apr 2024 | $976.4M | $922.1M | $54.3M | 13 | 0 |
| Apr 2024 | $976.4M | $922.1M | $54.3M | 13 | 0 |
| Apr 2024 | $976.4M | $922.1M | $54.3M | 13 | 0 |
| Mar 2024 | $976.4M | $922.1M | $54.3M | 13 | 0 |
| Nov 2023 | $816M | $764.3M | $51.7M | 12 | 0 |
| Oct 2023 | $816M | $764.3M | $51.7M | 12 | 0 |
| Sep 2023 | $816M | $764.3M | $51.7M | 12 | 0 |
| Sep 2023 | $816M | $764.3M | $51.7M | 12 | 0 |
| Mar 2023 | $816M | $764.3M | $51.7M | 12 | 0 |
| Oct 2022 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$58.4M
Employees12
Clients6
DateJun 2024
Total AUM$976.4M
Discretionary$922.1M
Non-Disc.$54.3M
Employees13
Clients0
DateApr 2024
Total AUM$976.4M
Discretionary$922.1M
Non-Disc.$54.3M
Employees13
Clients0
DateApr 2024
Total AUM$976.4M
Discretionary$922.1M
Non-Disc.$54.3M
Employees13
Clients0
DateApr 2024
Total AUM$976.4M
Discretionary$922.1M
Non-Disc.$54.3M
Employees13
Clients0
DateMar 2024
Total AUM$976.4M
Discretionary$922.1M
Non-Disc.$54.3M
Employees13
Clients0
DateNov 2023
Total AUM$816M
Discretionary$764.3M
Non-Disc.$51.7M
Employees12
Clients0
DateOct 2023
Total AUM$816M
Discretionary$764.3M
Non-Disc.$51.7M
Employees12
Clients0
DateSep 2023
Total AUM$816M
Discretionary$764.3M
Non-Disc.$51.7M
Employees12
Clients0
DateSep 2023
Total AUM$816M
Discretionary$764.3M
Non-Disc.$51.7M
Employees12
Clients0
DateMar 2023
Total AUM$816M
Discretionary$764.3M
Non-Disc.$51.7M
Employees12
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0