$89.9M Total AUM
$85.7M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2021
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Spreckels Wealth Management
Spreckels Wealth Management is a San Diego RIA focused on second-opinion financial planning and portfolio reviews, using a comprehensive risk-tolerance analysis to align allocations with client goals and values. The firm provides financial planning and portfolio construction/asset allocation with an emphasis on ETFs and investment-grade fixed income, with assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$89.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ANDERS JOHAN NORRMAN
Chief Executive Officer
- CRD
- #5620272
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,678,520 | -- |
| Non-Discretionary | $4,191,723 | -- |
| Total | $89,870,243 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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