Lawrence Buchholz
Spectrum Wealth Management · Meredith, Colorado
Lawrence Buchholz is a fee-only financial advisor at Spectrum Wealth Management in Meredith, Colorado. Spectrum Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Spectrum Wealth Management |
|---|---|
| Based in | Meredith, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $96.5M across 396 accounts |
| SEC registration | Investment adviser representative in CO, MD, PA, TX · CRD 2967657 |
| Exams passed | Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.spectrumwealth.com |
How Lawrence's firm compares
- Spectrum Wealth Management's average account is about $244,000, from its Form ADV (assets managed divided by 396 accounts).
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Questions about Lawrence
Is Lawrence Buchholz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Spectrum Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence's firm, Spectrum Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lawrence Buchholz based?
Lawrence Buchholz is based in Meredith, Colorado.
Is Lawrence Buchholz registered with the SEC?
Yes. Lawrence Buchholz is registered as an investment adviser representative in CO, MD, PA and TX (CRD 2967657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spectrum Wealth Management manage?
Spectrum Wealth Management reports $96.5M across 396 accounts in assets under management.
How do I contact Lawrence Buchholz?
Through Lawrence's website, www.spectrumwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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