CRD: 167477
Alspaugh Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value
- Established Date
- 05-13-2013
- Office Locations
- 1
Office Locations
About Alspaugh Wealth Management
Alspaugh Wealth Management serves families and business owners around Cape Girardeau, MO with holistic financial planning, retirement and income planning, workplace retirement plan support, and independent insurance solutions. The team combines asset-allocation guidance (including mutual funds and fixed income) with a proprietary “Color of Money” risk analysis and a secure Generational Vault portal for document sharing and daily account values. Custody includes Schwab.
Team overview
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Owner & Executives
BROCK MATTHEW ALSPAUGH
Chief Operating Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4465887
- Ownership
- 75% or more
Tracy Kay Pelczynski
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #8273791
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Kyle Brennan Hylla
--
- CRD
- #8273876
Jason T Lee
Financial Advisor
- CRD
- #7275528
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,850,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,850,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $119,305,640 | 7.7% |
| Public Funds | $283,544,573 | 18.3% |
| Equity - Exchange | $244,808,976 | 15.8% |
| Cash | $161,140,085 | 10.4% |
| Private Funds | $328,477,866 | 21.2% |
| Municipal Bonds | $302,137,660 | 19.5% |
| Corporate - Investment Grade | $110,009,097 | 7.1% |
| Total | $1,549,423,897 | 100.0% |