GRANITE BAY, CACRD 298632Latest ADV March 10, 2026
Spectrum Wealth Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Granite Bay, CA. Its latest Form ADV filing, dated March 10, 2026, reports $445M in regulatory assets under management, 5 employees, and 1,520 accounts.
Assets Under Management
$445M
Employees
5
Offices
--
Total Clients
670
Primary office
GRANITE BAY, CA
5925 GRANITE LAKE DRIVE, SUITE 130, GRANITE BAY, CA, United States
Top client segmentIndividuals represent 62.7% of total clients.
Top client categories% of clientsClients
1
Individuals
62.7%
420
2
HNWI
33.7%
226
3
Charitable
2.1%
14
4
Pension Plans
1.5%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$445Mas of March 10, 2026
Discretionary100.0%
$445M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$445M
Total Accounts1,520
10Y AUM Change+$445M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee134:1
10Y Employee Change+3 (+150.0%)
* 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.