SPELTS WEALTH MANAGEMENT, INC

CHICO, California·1 registered advisor·CRD# 158321
SEC# 801-963180530-891-0717
01

Firm Overview

AUM
$52M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at SPELTS WEALTH MANAGEMENT, INC

1 registered advisor
Mark Warren Spelts
CHICO, California
05

Office Locations

CHICO, California
1 advisor

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Data sourced from SEC Form ADV filings. SPELTS WEALTH MANAGEMENT, INC (CRD# 158321) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.