Spiegelman Wealth Management, Inc.
● SEC registered since 2025CRD 336637SEC# 801-133759Walnut Creek, CA
Reg. AUM
$443M
Employees
4
Accounts
528
Location
Walnut Creek, CA
Spiegelman Wealth Management, Inc. assets under management
Spiegelman Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2025. It reports $443 million in regulatory assets under management and employs 4 people.
Spiegelman Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam David Spiegelman Control | Member, Cco | Over 75% | 2025 |
Frequently asked questions
How much does Spiegelman Wealth Management, Inc. manage?
Spiegelman Wealth Management, Inc. reports $443 million in regulatory assets under management on its Form ADV.
How many employees does Spiegelman Wealth Management, Inc. have?
Spiegelman Wealth Management, Inc. reports 4 employees.
Where is Spiegelman Wealth Management, Inc. located?
Spiegelman Wealth Management, Inc. is based in Walnut Creek, CA and has been SEC-registered since 2025.
Does Spiegelman Wealth Management, Inc. disclose fund performance?
Spiegelman Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1212 Broadway Plaza Suite 2100 #54., Walnut Creek, CA 94596 |
| Phone | 925-385-6200 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443M▲ 3%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$443Mregulatory AUM
Discretionary $443M