Spelts Wealth Management, Inc.
Spelts Wealth Management, Inc. (CRD# 158321) is a financial advisory firm headquartered in Chico, CA. They manage $75,000,000 in 220 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Spelts Wealth Management, Inc.
By the Numbers
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Total Assets Under Management75MILLION
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Total Number of Accounts220ACCOUNTS
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Average Account Value$340,909
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Spelts Wealth Management, Inc.
1
Mark Spelts (CRD# 1802111) is an Investment Advisor Representative working at Spelts Wealth Management, Inc. in Chico, CA and has over 36 years of experience in the finance industry.
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