Spectrum Wealth Management

Spectrum Wealth Management company information, Employees & Contact Information

Updated June 2026

Quick answer

Spectrum Wealth Management is a Financial Services company and founded in 2009. It has approximately 4 employees on record. Contact data was last refreshed in June 2026. Find Spectrum Wealth Management's verified employee emails, phone numbers, headquarters address, and key decision makers below.

Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth. We make the wealth management process simple, comprehensive and most importantly; we actively manage your plan with you so you achieve your goals and objectives. In addition, we take a consultative approach along with acting as your CFO to track and monitor your plan. In doing so, we ensure you do not deviate from accomplishing your goals, and we plan to make changes when necessary. We update your plan on a daily basis and review your plan with you on an on-going basis. We take into consideration intangibles such as your dreams, hope and desires. We consider all that you want to fulfill in life as part of the comprehensive planning process. We call this "Aspiring to Live Life" Advisory services offered through Spectrum Capital Investment Group, Inc. A Registered Investment Advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. IFG, PutmanGroup, and Spectrum Capital Investment Group, Inc. are unaffiliated entities. OSJ Branch: 9911 Irvine Center Dr. Ste 100, Irvine, CA 92618 Licensed to sell securities in the following states: CA, FL, ID, IL, IN, LA, MD, NV, AZ, NC, OR, TX, WA, CO, CT & DC. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Company Details

Employees
4
Founded
2009
Address
9911 Irvine Center Dr.,
Phone
317-663-5600
Email
sm****@****gmt.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Irvine, CA
Looking for a particular Spectrum Wealth Management employee's phone or email?

Spectrum Wealth Management Questions

Top Spectrum Wealth Management Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant