Spectrum Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mequon, WI. Its latest Form ADV filing, dated March 23, 2026, reports $1.1B in regulatory assets under management, 27 employees, and 1,090 accounts.
Top client segmentHNWI represent 44.9% of total clients.
Top client categories% of clientsClients
1
HNWI
44.9%
209
2
Individuals
42.6%
198
3
Pension Plans
9.5%
44
4
Corporations
3.0%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 23, 2026
Discretionary99.2%
$1.1B
99% of total RAUM99.2%
Non-discretionary0.8%
$9M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,090
10Y AUM Change+$930M (+688.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee17:1
10Y Employee Change+6 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.