SPIEGELMAN WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$442,974,405
Discretionary
$442,974,405
Non-discretionary
$0
Firm details
- CRD number
- 336637
- SEC file number
- 801-133759
- Main office
- WALNUT CREEK, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.