$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2007
- Office Locations
- 1
Office Locations
-- Buffalo NY
About Spaulding Greene Wealth Management, LLC
Spaulding Greene Wealth Management, LLC is a Buffalo-based RIA. The firm has been operating for 19 years. Managing $7.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
C
CUTLER SPAULDING GREENE
Chief Compliance Officer, Managing Member
- CRD
- #4022891
- Ownership
- 50% but less than 75%
Available
Available
Available
JULIE TICE GREENE
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,112,666 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,112,666 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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