S
$53.3M Total AUM
$53.3M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-23-2007
- Office Locations
- 1
Office Locations
240 Stoneridge Drive Suite 300 Columbia SC
About Spectrum Wealth Advisors, LLC
Spectrum Wealth Advisors, LLC is a Columbia-based RIA. The firm has been operating for 18 years. Managing $53.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$53.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID JOSEPH KAUCHER
Chief Compliance Officer, Wealth Advisor
- CRD
- #6735096
- Ownership
- 75% or more
Available
Available
Available
B
BILLIE JO KAUCHER
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,310,822 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,310,822 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing