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Spinosa Wealth Management Group
Lawrence R. Spinosa established the firm in 2002. The wealth origin traces to his prior advisory and financial planning work. Family members and business...
Overview
Lawrence R. Spinosa established the firm in 2002. The wealth origin traces to his prior advisory and financial planning work. Family members and business partners including Joseph T. Spinosa and Glen R. Jarrell participate in operations and related entities. The firm allocates across real estate, infrastructure and PropTech. Geographic focus remains North America with concentration in Louisiana. Structures encompass direct ownership through JTS entities and the Spinosa Class Trust. Team size and additional offices remain undisclosed. Memberships include Urban Land Institute and Greater Baton Rouge Association of Realtors via JTS Management Company. Philanthropic activity includes donations to Ochsner Health.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Mandeville
Corporate office
Mandeville, LA, United States
Principals
Jordan Spinosa
Financial Advisor
Altss tracks 4 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Spinosa Wealth Management Group?
Lawrence R. Spinosa serves as founder. Joseph T. Spinosa, Jordan Spinosa, Bradley Spinosa and Glen R. Jarrell hold operational and advisory roles.
What geographic regions receive capital?
Deployment concentrates in North America with primary activity in Louisiana.
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