$84.0M Total AUM
$84.0M Disc. AUM
-- 3Y CAGR
2 Employees
196 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2025
- Office Locations
- 1
Office Locations
901 Bruce Road Suite 160 Chico CA
About Spelts Wealth Management, Inc.
Spelts Wealth Management is a Chico, CA fiduciary RIA providing personalized, holistic wealth management and financial planning focused on simplifying decisions, removing emotion, and protecting and growing client wealth. Client access runs through LPL AccountView; the firm also reports Schwab custody. Portfolios commonly use ETFs and U.S. government/agency bonds.
Team overview
-- AVG AGE
$84.0M AVG AUM / ADVISOR
$428.6K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Sean Morgan
Chief Compliance Officer, President
- CRD
- #7986184
- Ownership
- 75% or more
Available
Available
Available
K
KERRI ANNE COOLEY
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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