Spectrum Wealthcare, LLC is a large advisory firm based in Corvallis. It manages $86.95 million of regulatory assets for 328 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Oregon.
Spectrum Wealthcare provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Spectrum Wealthcare, LLC is $86.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 216% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Spectrum Wealthcare, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Spectrum Wealthcare, LLC performs its advisory services is located at 2358 Nw Kings Blvd., Corvallis, OR 97330 3925 The mailing address of the firm is P.O. Box 905, Corvallis, OR 97339 0905. An additional office of the firm is in Lake Oswego, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541-752-4556 or by fax 541-752-1796. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.