Bill Spalding Wealth Management
CRD 154998SEC# 801-71902
No longer SEC-registered. Bill Spalding Wealth Management appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$117M
Employees
2
Accounts
233
Location
—
Bill Spalding Wealth Management assets under management
Bill Spalding Wealth Management operates as an SEC-registered investment adviser. It reports $117 million in regulatory assets under management and employs 2 people.
Bill Spalding Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Bernard Spalding Control | President, Ceo And Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Bill Spalding Wealth Management manage?
Bill Spalding Wealth Management reports $117 million in regulatory assets under management on its Form ADV.
How many employees does Bill Spalding Wealth Management have?
Bill Spalding Wealth Management reports 2 employees.
Does Bill Spalding Wealth Management disclose fund performance?
Bill Spalding Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$117MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$117Mregulatory AUM
Discretionary $116.3MNon-discretionary $652K