Insights

Niche Focus Spectrum Wealth Management specializes in serving high-net-worth individuals, families, and small businesses within Colorado, presenting an opportunity to tailor financial products and solutions that address local market needs and personalized wealth strategies.

Growth Potential With an annual revenue range of 1 to 10 million dollars and recent leadership appointments, the firm shows signs of growth and professional development, making it a promising target for expanding service offerings or strategic partnerships.

Technology Stack Utilizing popular tools like WordPress, Cloudflare, and MySQL indicates a focus on maintaining a modern, secure online presence and operational efficiency, which could benefit from enhanced digital financial planning tools or cybersecurity solutions.

Market Positioning Compared to large-scale competitors like Charles Schwab or Fidelity, Spectrum's small size offers a personalized, high-value client experience, suggesting opportunities to introduce boutique investment solutions or specialized advisory services.

Leadership Moves The recent appointment of a new managing director demonstrates strategic leadership development, signaling potential for new service initiatives, expansion plans, or innovative wealth management approaches that can be leveraged for cross-selling or strategic collaborations.

Similar companies to Spectrum Wealth Management, LLC

Spectrum Wealth Management, LLC Tech Stack

Spectrum Wealth Management, LLC uses 8 technology products and services including WordPress, MySQL, Twemoji, and more. Explore Spectrum Wealth Management, LLC's tech stack below.

WordPress
Content Management System
MySQL
Database
Twemoji
Font Scripts
Google Fonts API
Font Scripts
Google Maps
Maps
Cloudflare Bot Management
Security
GoDaddy
Web Hosting
Apache HTTP Server
Web Servers

Media & News

Spectrumwealth hires Daniel D. Meiklejohn as Managing Director.
Spectrum Wealth Management announces Daniel D. Meiklejohn as its new Managing Director.
Feb 19, 2024 | bnnbreaking.com

Spectrum Wealth Management, LLC's Email Address Formats

Spectrum Wealth Management, LLC uses at least 2 format(s):

Spectrum Wealth Management, LLC Email Formats	Example	Percentage
First@spectrumwealthmgmt.com	John@spectrumwealthmgmt.com	100%
First@spectrumwealth.com	John@spectrumwealth.com	60%
First.Last@spectrumwealth.com	John.Doe@spectrumwealth.com	20%
Middle@spectrumwealth.com	Michael@spectrumwealth.com	20%

Frequently Asked Questions

Where is Spectrum Wealth Management, LLC's headquarters located?

Spectrum Wealth Management, LLC's main headquarters is located at 1855 South Pearl Street Sutie 10 Denver, Colorado 80210 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Spectrum Wealth Management, LLC's phone number?

You can contact Spectrum Wealth Management, LLC's main corporate office by phone at

+1-303-757-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Spectrum Wealth Management, LLC's official website and social media links?

Spectrum Wealth Management, LLC's official website is spectrumwealth.com and has social profiles on LinkedIn.

What is Spectrum Wealth Management, LLC's NAICS code?

Spectrum Wealth Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Spectrum Wealth Management, LLC have currently?

As of May 2026, Spectrum Wealth Management, LLC has approximately 2 employees across 2 continents, including North AmericaAsia. Key team members include President: J. N.Director Of Operations: A. S.Senior Wealth Advisor: B. S.. Explore Spectrum Wealth Management, LLC's employee directory with LeadIQ.

What industry does Spectrum Wealth Management, LLC belong to?

Spectrum Wealth Management, LLC operates in the Investment Management industry.

What technology does Spectrum Wealth Management, LLC use?

Spectrum Wealth Management, LLC's tech stack includes WordPressMySQLTwemojiGoogle Fonts APIGoogle MapsCloudflare Bot ManagementGoDaddyApache HTTP Server.

What is Spectrum Wealth Management, LLC's email format?

Spectrum Wealth Management, LLC's email format typically follows the pattern of First@spectrumwealthmgmt.com. Find more Spectrum Wealth Management, LLC email formats with LeadIQ.

Spectrum Wealth Management, LLC

Q: What technology does Spectrum Wealth Management, LLC use?

Spectrum Wealth Management, LLC's tech stack includes GoDaddy, Vimeo, Apache HTTP Server, Apache, Twemoji.

Q: What is Spectrum Wealth Management, LLC's NAICS code?

Spectrum Wealth Management, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementColorado, United States2-10 Employees

Spectrum Wealth Management, LLC is a Colorado-focused wealth management firm for individuals, families, and small businesses.

Whether you need help planning for your retirement, or that of your employees, we can help.  We keep our overhead low so we can minimize your fees while providing personalized, high-value wealth management services.

Our principals dedicate themselves to building and maintaining wealth for our clients as well as helping them with income distribution strategies in retirement.  We look forward to welcoming you as a client and delivering the results you need.

Company Overview

Headquarters: 1855 South Pearl Street Sutie 10 Denver, Colorado 80210 United States
Phone number: +1-303-757-****
Website: spectrumwealth.com
NAICS Code: 5239 - Other Financial Investment Activities
Employees: 2-10