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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.

Find Spectrum Wealth Management employees' phone numbers or email addresses

Spectrum Wealth Management Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Spectrum Wealth Management's Leadership

  • Owner at Spectrum Wealth Management
    C. N.
    Owner
    Mobile Phone
  • Founding Partner at Spectrum Wealth Management
    D. B.
    Founding Partner
    Mobile Phone
  • Associate Director Of Programs at Spectrum Wealth Management
    S. H.
    Associate Director Of Programs
    Mobile Phone
  • Client Experience Manager at Spectrum Wealth Management
    J. G.
    Client Experience Manager
    Mobile Phone
  • Senior Wealth Advisor at Spectrum Wealth Management
    B. S.
    Senior Wealth Advisor
    Mobile Phone
  • Wealth Advisor at Spectrum Wealth Management
    J. R.
    Wealth Advisor
    Mobile Phone

Spectrum Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business
  • Operations

Contact profiles from Spectrum Wealth Management

Name
Title
Contact
Location
Last Update
  • Owner at Spectrum Wealth Management
    C. N.
    Owner
    Mobile Phone
    Oct 21, 2024
  • Founding Partner at Spectrum Wealth Management
    D. B.
    Founding Partner
    Mobile Phone
    Oct 21, 2024
  • Associate Director Of Programs at Spectrum Wealth Management
    S. H.
    Associate Director Of Programs
    Mobile Phone
    Oct 18, 2024
  • Client Experience Manager at Spectrum Wealth Management
    J. G.
    Client Experience Manager
    Mobile Phone
    Oct 23, 2024
  • Senior Wealth Advisor at Spectrum Wealth Management
    B. S.
    Senior Wealth Advisor
    Mobile Phone
    Jun 03, 2026
  • Wealth Advisor at Spectrum Wealth Management
    J. R.
    Wealth Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Spectrum Wealth Management known for?

Minus sign iconPlus sign iconSpectrum 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?

Minus sign iconPlus sign iconSpectrum Wealth Management employees' email format typically follows the pattern of FLast@spectrum-mgmt.com. 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?

Minus sign iconPlus sign iconSpectrum 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?

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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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