RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
PHILLIPS, ROBERT, CLETUSICEO/PRESIDENTNA Control
THOMPSON, LESLIE, DIANEICCO/CFO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CFONA Control
THOMPSON, LESLIE, DIANEICCO/CFO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CFO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CFO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CFO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CIONA Control
THOMPSON, LESLIE, DIANEICCO/CIONA Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CD&R ASSOCIATES XII, L.P.FECD&R FERDINAND CO-INVESTOR, L.P.F Control
CD&R ASSOCIATES XII, L.P.FECLAYTON, DUBILIER & RICE FUND XII, L.P.F Control
CD&R ASSOCIATES XII, L.P.FECD&R FERDINAND CO-INVESTOR, L.P.F Control
CD&R ASSOCIATES XII, L.P.FECLAYTON, DUBILIER & RICE FUND XII, L.P.F Control
CD&R INVESTMENT ASSOCIATES XII, LTD.FECD&R FERDINAND HOLDINGS, L.P.F Control
CD&R INVESTMENT ASSOCIATES XII, LTD.FECD&R FERDINAND HOLDINGS, L.P.F Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ULTIMATE HOLDINGS, LPE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (6)

AZ CO FL IL IN TX

Address

600 EAST 96TH STREET, SUITE 130
INDIANAPOLIS, IN 46240
United States
Phone: 317-663-5600