S
$443.0M Total AUM
$443.0M Disc. AUM
-- 3Y CAGR
4 Employees
183 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-26-2025
- Office Locations
- 1
Office Locations
1212 Broadway Plaza Suite 2100 #54. Walnut Creek CA
About Spiegelman Wealth Management, Inc.
Spiegelman Wealth Management, Inc. is a Walnut Creek-based RIA. The firm has been operating for 1 years. Managing $443.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$147.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
0.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
1yrs 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
ADAM DAVID SPIEGELMAN
Chief Compliance Officer
- CRD
- #3098702
- Ownership
- 75% or more
Available
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Showing 1 of 1 owners & executives
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J
JULIE LYNN BRIM
--
- CRD
- #4357964
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A
ARABELLE RACHEL VIDAL RESTAURO
--
- CRD
- #4852910
Available
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Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $442,974,405 | $838,967 |
| Non-Discretionary | $0 | -- |
| Total | $442,974,405 | $838,967 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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