Adam David Spiegelman
Member, CcoSpiegelman Wealth Management, Inc.CRD 3098702
About Adam David Spiegelman
Adam David Spiegelman is listed as Member, Cco at Spiegelman Wealth Management, Inc. in Walnut Creek, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Spiegelman Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Adam David Spiegelman work?
Adam David Spiegelman is listed as Member, Cco at Spiegelman Wealth Management, Inc. on SEC Form ADV.
How much of Spiegelman Wealth Management, Inc. does Adam David Spiegelman own?
Form ADV reports a beneficial ownership band of Over 75%.
Spiegelman Wealth Management, Inc.
| Title | Member, Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |