What departments does Spectrum Wealth Management have?

Spectrum Wealth Management has employees across 2 departments including Entrepreneurship, Consultant.

What is the largest department at Spectrum Wealth Management?

The largest department at Spectrum Wealth Management is Consultant with 2 employees.

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 7 employees based on available data.

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Spectrum Wealth Management Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Spectrum Wealth Management is an independent, fee-based firm that provides comprehensive wealth management and family office services for high-net-worth individuals and families. It operates as a fiduciary, does not sell products, and does not take commissions, instead charging clients a single transparent fee. The firm emphasizes a multidisciplinary approach to addressing complex financial issues and aligning wealth with personal purpose. Based in Indianapolis, Indiana, the company serves a smaller client base with tailored financial guidance. Its aim is to simplify clients' financial lives, helping them achieve greater financial confidence through clear, objective planning.

Spectrum Wealth Management Global Highlights

North America
19

United States Of America
19

Spectrum Wealth Management's Leadership

C. N.
Owner
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

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

Location

Last Update

C. N.
Owner
Mobile Phone
Email
Oct 21, 2024
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
Jun 03, 2026
J. R.
Wealth Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Spectrum Wealth Management known for?

Spectrum Wealth Management operates in the Financial Services industry. 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 August 2026. These team members are located across 1 continents, including North America.

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

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

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

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Spectrum Wealth Management Employee Directory

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