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Spectrum Wealth Management

Spectrum Wealth Management Email Formats

Financial ServicesFlag of USIrvine, California, United States1-10 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.

FormatExamplePercentage
{first initial}
j@swmadvisors.com
100%

Key Contact at Spectrum Wealth Management

Flag of US

Benjamin R. Putman

Founder

Company overview

Headquarters9911 Irvine Center Dr., Suite 100, Irvine, CA 92618, US
Phone number+19495970101
Website
NAICS52
Keywords
Retirement Planning, Business Planning, Financial Planning, Estate Planning, Comprehensive Wealth Management, Account Aggregation
Founded2009
Employees1-10

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

Founder/Owner

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.

Modernizr

Modernizr

JavaScript libraries

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

Wistia

Wistia

Video players

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Frequently asked questions

Spectrum Wealth Management is located in Irvine, California, US.
You can reach Spectrum Wealth Management at +19495970101.
Spectrum Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Spectrum Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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