Spectrum Wealth Management, LLC Employee Directory

Investment ManagementColorado, United States2-10 Employees

Spectrum Wealth Management, LLC is an investment management firm located in Denver, Colorado, serving individuals, families, and small businesses from its office at 1855 South Pearl Street, Suite 10. The firm identifies itself as Colorado-focused and offers retirement planning for individuals as well as employee retirement planning as part of its wealth management services. With a small staff of 2 to 10 employees, it emphasizes keeping overhead low in order to minimize client fees while delivering personalized wealth management. The principals devote their work to building and maintaining clients' wealth and advising on retirement income distribution strategies. In February 2024, Spectrum Wealth Management announced the appointment of Daniel D. Meiklejohn as Managing Director. More information about Spectrum Wealth Management is available on its website, spectrumwealth.com.

Find Spectrum Wealth Management, LLC employees' phone numbers or email addresses

Spectrum Wealth Management, LLC Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Spectrum Wealth Management, LLC's Leadership

  • Stylized image of a person
    J. N.
    President
    Phone icon
  • Stylized image of a person
    A. S.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    B. S.
    Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    L. B. B.
    Investor Coach
    Phone icon
  • Stylized image of a person
    T. D.
    Planning Associate
    Phone icon
  • Stylized image of a person
    C. N.
    Phone icon
  • Stylized image of a person
    D. A.
    Phone icon

Spectrum Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other
  • Business

Contact profiles from Spectrum Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. N.
    President
    Phone icon
    UNITED STATES
    Aug 26, 2024
  • Stylized image of a person
    A. S.
    Director Of Operations
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    B. S.
    Senior Wealth Advisor
    Phone icon
    Jun 03, 2026
  • Stylized image of a person
    L. B. B.
    Investor Coach
    Phone icon
    United States
    Jun 08, 2026
  • Stylized image of a person
    T. D.
    Planning Associate
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    C. N.
    Phone icon
    UNITED STATES
    Apr 01, 2025
  • Stylized image of a person
    D. A.
    Phone icon
    United StatesMaryland
    Jun 08, 2026

Frequently Asked Questions

What is Spectrum Wealth Management, LLC known for?

Minus sign iconPlus sign icon
Spectrum Wealth Management, LLC operates in the Investment Management industry. The company's main headquarters is located in 1855 South Pearl Street Sutie 10 Denver, Colorado 80210 United States; you can contact the main corporate office by phone at . Explore Spectrum Wealth Management, LLC's company overview page for more information.

What is Spectrum Wealth Management, LLC's most common email format?

Minus sign iconPlus sign icon
Spectrum Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Spectrum Wealth Management, LLC email formats with LeadIQ.

How many employees does Spectrum Wealth Management, LLC have currently?

Minus sign iconPlus sign icon
Spectrum Wealth Management, LLC has approximately 2 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Spectrum Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Spectrum Wealth Management, LLC's key employees include:

  • President: J. N.
  • Director Of Operations: A. S.
  • Senior Wealth Advisor: B. S.
  • Investor Coach: L. B. B.
  • Planning Associate: T. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.