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SPELTS WEALTH MANAGEMENT, INC.
CRD 338961
901 BRUCE ROAD, SUITE 160, CHICO, CA, 95928, United States
Phone
530-891-0717
Fax
530-466-3727
Registration
— (—)
Source
State registered
Total AUM
$84.0M
Discretionary AUM
$84.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $53.6M |
| High net worth individuals | 12 | $21.0M |
| Pension/profit sharing plans | 9 | $7.0M |
| Corporations/business entities | 6 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD