Spinosa Wealth Management Group

Spinosa Wealth Management Group, LLC, established in 2014 in Louisiana, offers a range of investment advisory services to individuals and various clients. As a fiduciary, the firm prioritizes acting in the client's best interest. Services include Wrap Portfolio Management, Financial Planning, and Pension Consulting. The firm manages $155,061,629 in discretionary assets as of December 31, 2024. Fees for services vary, with Wrap Portfolio Management fees detailed in a separate brochure. Financial Planning fees range from $1,000 to $5,000, and Pension Consulting fees vary based on the engagement. The firm does not charge performance-based fees. Clients must have a minimum account balance of $500,000 for Wrap Portfolio Management. Investment strategies include Covered Calls, Cash & Cash Equivalents, Long-Term Purchases, Margin Transactions, MLPs, Options, Short Sales, and Structured Products. Risks associated with investments include Capital Risk, Economic Risk, Equity Market Risk, and more. The firm does not have any disciplinary events, and representatives are Dually Registered Persons. Spinosa Wealth Management Group, LLC receives benefits from LPL Financial, the custodian, for various services. Clients receive account statements directly from the custodian, and the firm does not accept proxy authority to vote client securities. The firm does not provide financial information in the brochure.