Spelts Wealth Management, Inc
Chico, California
Spelts Wealth Management, Inc is a well-established investment advisory firm based out of Chico, CA. With a total of 2 dedicated employees, they provide expert financial guidance to a diverse clientele. The firm boasts an impressive average of approximately $33,330,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. With over 300 individual clients and more than $52,000,000 in assets under management, Spelts Wealth Management, Inc has proven their ability to deliver exceptional results. Notably, about half of their assets under management come from employer 401K...
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Assets Under Mgmt

$52M

Investment Professionals

1

Locations

0

% 401K & Individual

60%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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