CRD: 298632
Spectrum Wealth Advisory Group, LLC
$445.4M Total AUM
$445.4M Disc. AUM
14.5% 3Y CAGR
5 Employees
670 ADV. Clients
7 yrs Firm Age
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- Custodian
- Empower · John Hancock · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-21-2018
- Office Locations
- 1
Office Locations
5925 Granite Lake Drive Suite 130 Granite BAY CA
About Spectrum Wealth Advisory Group, LLC
Spectrum Wealth Advisory Group (Spectrum Wealth Advisors) is a Granite Bay, CA RIA providing financial planning and discretionary portfolio management, including tax and estate planning and insurance guidance, serving entrepreneurs and other individuals. Portfolios lean heavily on ETFs and public funds, with access through LPL Financial and planning workflows supported by eMoney.
Team overview
-- AVG AGE
$111.3M AVG AUM / ADVISOR
$664.7K AVG AUM / CLIENT
6.1 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KENNETH LEE CHRISTIE
Founder and Wealth Advisor
- CRD
- #2218257
- Ownership
- 75% or more
Available
Available
Available
MICHAEL RUTHERFORD THOMPSON
PARTNER, WEALTH ADVISOR
- CRD
- #6211875
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 2 owners & executives
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KONNER L CHRISTIE
Wealth Advisor
- CRD
- #7214153
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $445,367,405 | $293,005 |
| Non-Discretionary | $0 | -- |
| Total | $445,367,405 | $293,005 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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