Spinosa Wealth Management Group, LLC
● SEC registered since 2021CRD 170903SEC# 801-120889Mandeville, LA
Reg. AUM
$191.4M
Employees
3
Accounts
334
Location
Mandeville, LA
Spinosa Wealth Management Group, LLC assets under management
Spinosa Wealth Management Group, LLC is a registered investment adviser overseen by the SEC based in Mandeville, LA. The firm has been registered since 2021. It reports $191.4 million in regulatory assets under management and employs 3 people.
Spinosa Wealth Management Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brittany Nichole Roaden Control | Chief Compliance Officer | Under 5% | 2020 |
| Lawrence Randall Spinosa Control | President | Over 75% | 1982 |
Frequently asked questions
How much does Spinosa Wealth Management Group, LLC manage?
Spinosa Wealth Management Group, LLC reports $191.4 million in regulatory assets under management on its Form ADV.
How many employees does Spinosa Wealth Management Group, LLC have?
Spinosa Wealth Management Group, LLC reports 3 employees.
Where is Spinosa Wealth Management Group, LLC located?
Spinosa Wealth Management Group, LLC is based in Mandeville, LA and has been SEC-registered since 2021.
Does Spinosa Wealth Management Group, LLC disclose fund performance?
Spinosa Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4565 Lasalle Street, Suite 201, Mandeville, LA 70471 |
| Phone | 985-674-6722 |
| Fax | 508-448-6017 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.4M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$191.4Mregulatory AUM
Discretionary $191.4M