Spectrum Strategies, L.L.C.

Public-record details

Address

14180 Dallas Parkway Suite 425, Dallas, TX 75254

Phone

(469) 663-7232

Listed under

Financial planning, Hourly fees, Flat / fixed fees

CRD number

115318

Registration

State registered: TX

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning

Clients reported (Form ADV 5.D)

120

Individual / high-net-worth clients

59 / 60

Employees

4

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-06-30

State registered (TX) investment adviser, CRD 115318, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 115318 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.