


Spectrum Wealth Management Email Formats
Financial Services • Irvine, California, United States • 1-10 Employees
Spectrum Wealth Management Email Formats
Spectrum Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@swmadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@swmadvisors.com | 100% |
Key Contact at Spectrum Wealth Management
Benjamin R. Putman
Founder
Company overview
| Headquarters | 9911 Irvine Center Dr., Suite 100, Irvine, CA 92618, US |
| Phone number | +19495970101 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Business Planning, Financial Planning, Estate Planning, Comprehensive Wealth Management, Account Aggregation |
| Founded | 2009 |
| Employees | 1-10 |
About Spectrum Wealth Management
Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth. We make the wealth management process simple, comprehensive and most importantly; we actively manage your plan with you so you achieve your goals and objectives. In addition, we take a consultative approach along with acting as your CFO to track and monitor your plan. In doing so, we ensure you do not deviate from accomplishing your goals, and we plan to make changes when necessary. We update your plan on a daily basis and review your plan with you on an on-going basis. We take into consideration intangibles such as your dreams, hope and desires. We consider all that you want to fulfill in life as part of the comprehensive planning process. We call this "Aspiring to Live Life" Advisory services offered through Spectrum Capital Investment Group, Inc. A Registered Investment Advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. IFG, PutmanGroup, and Spectrum Capital Investment Group, Inc. are unaffiliated entities. OSJ Branch: 9911 Irvine Center Dr. Ste 100, Irvine, CA 92618 Licensed to sell securities in the following states: CA, FL, ID, IL, IN, LA, MD, NV, AZ, NC, OR, TX, WA, CO, CT & DC. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Spectrum Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Spectrum Wealth Management has never raised funding before.
Spectrum Wealth Management Tech Stack
Discover the technologies and tools that power Spectrum Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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