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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2007
- Office Locations
- 1
Office Locations
About Spectrum Wealth Management, LLC
Spectrum Wealth Management, LLC is a boutique Colorado RIA serving retail investors with financial planning and discretionary portfolio management, including retirement, tax, estate, insurance, and business-succession planning. Portfolios are primarily implemented through public funds with selective ETF use, and custody is through Charles Schwab. Founder-led by managing member/CCO Lawrence Richard Buchholz II.
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Owner & Executives
LAWRENCE RICHARD BUCHHOLZ II
Chief Compliance Officer, Managing Member
- CRD
- #2967657
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,450,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,450,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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