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Building 2SPIEGELMAN WEALTH MANAGEMENT, INC.

Map pinWALNUT CREEK, CA
Phone925-385-6200
NotebookSEC #801-133759
Total AUM
$443M
Employees
4
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1212 BROADWAY PLAZA SUITE 2100 #54.
WALNUT CREEK
CA 94596
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
925-385-6200

ReceiptFinancials

Total AUM
$443M
Accounts
528
Discretionary
$443M
Accounts
528
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$29.9M
HNW Individual Clients
97
AUM
$413M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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