Where are Spectrum Wealth Management employees located globally?

Spectrum Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Spectrum Wealth Management's team size changed over time?

Spectrum Wealth Management's team has grown from approximately 6 to 9 employees based on available data.

Spectrum Wealth Management Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Spectrum Wealth Management is an independent, fee-based wealth management firm dedicated to providing comprehensive wealth management and family office services to high-net-worth individuals and families. We serve as a fiduciary to our clients and do not sell any products, nor do we receive commissions. Our clients benefit from one transparent fee.

What makes Spectrum unique? Our multidisciplinary team's expertise in finding solutions to complex financial issues and connecting your wealth to purpose. Simply put, we guide our clients to financial confidence by simplifying their financial lives.

Find Spectrum Wealth Management employees' phone numbers or email addresses

Spectrum Wealth Management Global Highlights

North America
17

United States Of America
17

Spectrum Wealth Management's Leadership

J. L.
Founder
Mobile Phone
Email
D. B.
Founding Partner
Mobile Phone
Email
S. H.
Associate Director Of Programs
Mobile Phone
Email
J. G.
Client Experience Manager
Mobile Phone
Email
B. S.
Senior Wealth Advisor
Mobile Phone
Email
J. R.
Wealth Advisor
Mobile Phone
Email
K. B.
Wealth Planner
Mobile Phone
Email

Spectrum Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other
Business
Operations

Contact profiles from Spectrum Wealth Management

Name

Title

Contact Info

Location

Last Update

J. L.
Founder
Mobile Phone
Email
United StatesNew York
Sep 11, 2025
D. B.
Founding Partner
Mobile Phone
Email
Oct 21, 2024
S. H.
Associate Director Of Programs
Mobile Phone
Email
Oct 18, 2024
J. G.
Client Experience Manager
Mobile Phone
Email
Oct 23, 2024
B. S.
Senior Wealth Advisor
Mobile Phone
Email
Oct 18, 2024
J. R.
Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
K. B.
Wealth Planner
Mobile Phone
Email
UNITED STATES
Oct 22, 2024

Frequently Asked Questions

What is Spectrum Wealth Management known for?

Spectrum Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 600 East 96th Street Suite 130 Indianapolis, Indiana 46240 United States. Explore Spectrum Wealth Management's company overview page for more information.

What is Spectrum Wealth Management's most common email format?

Spectrum Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Spectrum Wealth Management email formats with LeadIQ.

How many employees does Spectrum Wealth Management have currently?

Spectrum Wealth Management has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Spectrum Wealth Management's key employees and leadership?

As of February 2026, Spectrum Wealth Management's key employees include:

Founder: J. L.
Founding Partner: D. B.
Associate Director Of Programs: S. H.
Client Experience Manager: J. G.
Senior Wealth Advisor: B. S.

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