# Spinosa Wealth Management Group

Spinosa Wealth Management Group is a Multi Family Office based in Mandeville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Mandeville, United States
- **Region:** North America
- **Address:** Mandeville, LA, United States
- **Founded:** 2002
- **Assets under management:** 155 (Altss estimate)
- **Website:** spinosawmg.com
- **LinkedIn:** https://www.linkedin.com/company/spinosa-wealth-management-group

## Regulatory record

- **CRD number:** 170903
- **SEC file number:** 801-120889
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170903

## About

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.

## Sectors

- PropTech
- Real Estate
- Infrastructure

## People

- Jordan Spinosa — Financial Advisor

## 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.

## Related profiles

- [Barker Wealth Management](https://altss.com/profile/barker-wealth-management)
- [Japan Tobacco Employees' Pension Plan](https://altss.com/profile/japan-tobacco-employees-pension-plan)

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Last updated: 2026-07-06T01:24:25.865Z

Canonical page: https://altss.com/profile/spinosa-wealth-management-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology