DBA: SPINOSA WEALTH MANAGEMENT GROUP
| Total AUM | $191.4M |
| Discretionary | $191.4M100% of AUM |
| Client Accounts | 334 |
| Avg Account Size | $573K |
| Employees | 3 |
| Peak AUM | $191.4MMar 2026 |
| AUM CAGR | +8.1% /yrover 5 yrs · 6 filings |
Total AUM
$191M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $191M | +23.4% | +19.1% | +8.1% | |
| Discretionary AUM | $191M | ||||
| Total AUM | $191.4M |
| Discretionary | $191.4M |
| Employees | 3 |
| Client Accounts | 334 |
| Client Range | 0 |
Address
4565 LASALLE STREET
MANDEVILLE LA 70471
Phone
985-674-6722
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$191M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +23.4% |
| +19.1% |
| +8.1% |
| Total Accounts | 334 | +4.7% | +9.8% | +9.1% |
| Avg Account Size | $573,104.964 | +17.9% | +8.5% | 0.9% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $64M | +23.4% | +19.1% | +8.1% |
Client AUM Segments | |||||
| Wealth AUM | $191M | +23.4% | +20.1% | +8.1% | |
Client Count Segments | |||||
| HNW Clients | 94 | 2.1% | +16.1% | +2.3% | |
| Individuals | 58 | +34.9% | 11.6% | +4.3% | |