S
$191.4M Total AUM
$191.4M Disc. AUM
19.7% 3Y CAGR
3 Employees
152 ADV. Clients
11 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2014
- Office Locations
- 1
Office Locations
4565 Lasalle Street Suite 201 Mandeville LA
About Spinosa Wealth Management Group
Spinosa Wealth Management Group is a Mandeville, LA registered investment adviser providing financial planning and discretionary portfolio management for business owners and entrepreneurs. Portfolios lean on diversified public funds and ETFs, complemented by fixed income and selective alternatives/real assets. The practice primarily custodies with LPL Financial and uses eMoney for planning.
Team overview
68 AVG AGE
$95.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
LAWRENCE RANDALL SPINOSA
President, Principal
- CRD
- #1453282
- Ownership
- 75% or more
Available
Available
Available
BRITTANY NICHOLE ROADEN
Chief Compliance Officer
- CRD
- #5686603
- Ownership
- Less than 5%
Available
Available
Available
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JORDAN RANDALL SPINOSA
--
- CRD
- #6065597
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,417,058 | $573,105 |
| Non-Discretionary | $0 | -- |
| Total | $191,417,058 | $573,105 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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