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Spectrum Wealth Management, LLC

EST. AUM
$269,542,710

CONTACTS
2

CLIENT ACCOUNTS
505

Firm Details

Metro area Los Angeles
CRD Number 135530
Website swmadvisors.com
Client types

Overview

Spectrum Wealth Management is an independent wealth management firm that provides a comprehensive and integrated financial approach to accumulating and protecting wealth. Recently acquired by Wealth Enhancement Group in December 2025, the firm provides comprehensive and integrated financial solutions including investment management, tax strategy, and advanced planning. The firm considers clients' dreams, hopes, and desires as part of the comprehensive planning process. By utilizing a team approach, Spectrum Wealth Management effectively assists clients with diverse needs in navigating the complex financial-services world. The firm emphasizes the value of receiving opinions from multiple sources with varied backgrounds, education, and experience to maximize benefits for their clients.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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