Spiegelman Wealth Management, Inc.
Spiegelman Wealth Management, Inc. is an SEC-registered wealth manager in Walnut Creek, CA with $443.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Spiegelman Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336637, SEC 801-133759, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $443.0M (2026-06-22)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 4
- Clients
- 183
- CRD
- 336637
- Ownership
- SPIEGELMAN, ADAM, DAVID
How much AUM does Spiegelman Wealth Management, Inc. have?
Spiegelman Wealth Management, Inc. reported $443.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Spiegelman Wealth Management, Inc.?
Disclosed owners and executives of Spiegelman Wealth Management, Inc. include SPIEGELMAN, ADAM, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.