Spinosa Wealth Management Group
SEC RegisteredIndependent Advice has its Benefits
About the firm
SPINOSA WEALTH MANAGEMENT GROUP is an award winning independent wealth management firm serving a select group of individuals, families, business owners and institutions both locally and around the country. Their mission is to deliver value to clients through ongoing, intimate relationships while providing the guidance that helps pursue their vision of financial success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent wealth management services including ongoing client relationships and financial guidance.
Who they serve
A select group of individuals, families, business owners and institutions both locally and around the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 94 | $32M |
| High Net Worth Individuals | 58 | $159M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Spinosa Wealth Management Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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