firm profile
Spinosa Wealth Management Group
Overview
Spinosa Wealth Management Group is an SEC registered investment adviser based in Mandeville, LA, registered since 2014. It reports $191M in assets under management across 334 accounts, with 3 employees. It has 2 investment adviser representatives.
- Reported AUM
- $191M
- Discretionary
- 100%
- Accounts
- 334
- Average account
- $573K
- Employees
- 3
- Advisory reps
- 2
- Registered since
- 2014
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 2 of 2
- Lawrence Randall Spinosa President CRD 1453282
- Brittany Nichole Roaden Chief Compliance Officer CRD 5686603
Advisory reps 2 of 2
- Jordan Randall Spinosa Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6065597
- Lawrence Randall Spinosa Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1453282
Location
- Headquarters
- 4565 Lasalle St Ste 201
Mandeville, LA 70471 - County
- Saint Tammany
- Metro area
- New Orleans-Metairie, LA
- Region
- South
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: spinosawmg.com
Every state, with registration dates
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