# The Spano Group Wealth Managers

> The Spano Group Wealth Managers is a state-registered investment advisory firm in President & Ceo, WV, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2025.

- CRD: 327702
- Filed as: THE SPANO GROUP WEALTH MANAGERS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: President & Ceo, WV
- Filing period: October 2026
- Form ADV filing dated: January 22, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327702
- AdvisorCensus page: https://advisorcensus.com/firm/the-spano-group-wealth-managers-president-and-ceo-wv-327702

## Quick answers

**How is The Spano Group Wealth Managers compensated?**
On its Form ADV (Item 5.E, October 2026), The Spano Group Wealth Managers reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Spano Group Wealth Managers located?**
The Spano Group Wealth Managers' principal office is in President & Ceo, WV, according to its Form ADV.

**Is The Spano Group Wealth Managers registered with the SEC or a state?**
The Spano Group Wealth Managers is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327702.

**How much does The Spano Group Wealth Managers manage?**
The Spano Group Wealth Managers reports $1,000,000 in regulatory assets under management in its Form ADV filing dated January 22, 2025 (0% discretionary).

**What types of clients does The Spano Group Wealth Managers serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (5).

**Does The Spano Group Wealth Managers report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327702

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,000,000
- Discretionary: $0
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $300,000 |
| High net worth individuals | 5 | $700,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Spano Group Wealth Managers (CRD 327702): Form ADV filing data as of October 2026.