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Mark Warren Spelts

SPELTS WEALTH MANAGEMENT, INC·CHICO, California
Unclaimed Profile
901 BRUCE ROAD, CHICO, CA 95928CRD# 1802111Firm CRD# 158321
01

About

Mark Warren Spelts is a registered financial advisor based in CHICO, California, affiliated with SPELTS WEALTH MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
SPELTS WEALTH MANAGEMENT, INC
SPELTS WEALTH MANAGEMENT, INC
AUM
$52M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SPELTS WEALTH MANAGEMENT, INC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1802111
Firm CRD# 158321
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Warren Spelts offer?
Mark Warren Spelts specializes in Investment Management, Wealth Management. Contact their office in CHICO, California for a consultation.
What are Mark Warren Spelts's credentials?
Mark Warren Spelts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Warren Spelts located?
Mark Warren Spelts is based in CHICO, California, working with SPELTS WEALTH MANAGEMENT, INC. Their office serves clients in the CHICO metropolitan area and surrounding communities.
How does Mark Warren Spelts charge for services?
Mark Warren Spelts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPELTS WEALTH MANAGEMENT, INC?
SPELTS WEALTH MANAGEMENT, INC has approximately 2 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHICO
Guerdon Tisdale Ely — ELY PRUDENT PORTFOLIOS, LLCRyan Timothy O'donnell — CHICO WEALTH RIA, INC.Brian Philip Sweeney — SWEENEY & MICHEL, LLCRenee Ann Michel — SWEENEY & MICHEL, LLCSteven Harry Cliadakis — BAY CLIADAKIS & ASSOCIATES, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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