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SPENDVEST

SPENDVEST CORP

CRD 339469 · SEC 801-134922

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Fixed fees

Org form

Corporation

Filing date

2026-05-11

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals4—

States served

CA

All web addresses on file

Official SEC filing: View on IAPD