Spectrum Wealth Advisors

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

10411 Corporate Dr Ste 202, Pleasant Pra...

Phone Number

(262) 456-3535

Revenue

$13.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Spectrum Wealth Advisors

Spectrum Wealth Advisors offers a comprehensive range of financial services including financial planning, wealth management, tax preparation, and accounting services. They cater to clients in Kenosha, Racine, and the surrounding areas, focusing on investments, tax, and estate planning. With nearly four decades of experience, their team aims to help clients grow, protect, and transfer their wealth effectively. The firm emphasizes proactive tax planning to alleviate the stress associated with tax season.Explore more
Spectrum Wealth Advisors's Social MediaPopular SearchesSpectrum Wealth AdvisorsSpectrum Wealth AdvisersSIC Code 62,628NAICS Code 52,523Show more

Spectrum Wealth Advisors Org Chart

PhoneEmail
JY
United States flag for contact location.

Manager, Wealth

PhoneEmail
JB
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Manager, Wealth

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PhoneEmail
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AY
United States flag for contact location.

CPA, Registered Representative, Tax Specialis...

PhoneEmail
FM
United States flag for contact location.

Licensed Risk Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spectrum Wealth Advisors

$13.4M
11-50
Private
-
2014
JY
Jamie YoungManager, Wealth
$5.6M
11-50
Private
-
1985
RA
Rita AzzopardiChief Financial Officer
<$5M
11-50
Private
-
-
BJ
Benjamin JessopFinancial Planner
<$5M
11-50
Private
-
2010
JD
Jenny DunnGroup Financial Controller
<$5M
11-50
Private
-
-
EL
Eujoon LimFinancial Advisor
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
1994
GD
Gye DuncanManaging Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Spectrum Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Spectrum Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spectrum Wealth Advisors.

Spectrum Wealth Advisors Tech Stack

A closer look at the technologies used by Spectrum Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding Spectrum Wealth Advisors

What is Spectrum Wealth Advisors's official website?
Spectrum Wealth Advisors's official website is www.spectrum-wa.com
What is Spectrum Wealth Advisors's Revenue?
Spectrum Wealth Advisors's revenue is $13.4 Million
What is Spectrum Wealth Advisors's SIC code?
Spectrum Wealth Advisors's SIC: 62,628
What is Spectrum Wealth Advisors's NAICS code?
Spectrum Wealth Advisors's NAICS: 52,523
How many employees does Spectrum Wealth Advisors have?
Spectrum Wealth Advisors has 11-50 employees
What industry does Spectrum Wealth Advisors belong to?
Spectrum Wealth Advisors is in the industry of: Finance, Securities Trading
What is Spectrum Wealth Advisors competition?
Spectrum Wealth Advisors top competitors include: Wotherspoon Wealth, Maddern Financial Advisers, Alman Partners, Durand Financial Services
What technology does Spectrum Wealth Advisors use?
Some of the popular technologies that Spectrum Wealth Advisors uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Google Font API
How do I contact Spectrum Wealth Advisors?
Spectrum Wealth Advisors contact info: Phone number: (262) 456-3535 Website: www.spectrum-wa.com
What does Spectrum Wealth Advisors do?

Spectrum Wealth Advisors offers a comprehensive range of financial services including financial planning, wealth management, tax preparation, and accounting services. They cater to clients in Kenosha, Racine, and the surrounding areas, focusing on investments, tax, and estate planning. With nearly four decades of experience, their team aims to help... clients grow, protect, and transfer their wealth effectively. The firm emphasizes proactive tax planning to alleviate the stress associated with tax season.Read More

What are Spectrum Wealth Advisors social media links?
Spectrum Wealth Advisors Linkedin page
Is Spectrum Wealth Advisors a public company?
Spectrum Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Spectrum Wealth Advisors

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