Overview
Assets Under Management: $117 million
High-Net-Worth Clients: 73
Average Client Assets: $0.9 million
Frequently Asked Questions
BILL SPALDING WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154998), BILL SPALDING WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BILL SPALDING WEALTH MANAGEMENT serves 73 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, BILL SPALDING WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
BILL SPALDING WEALTH MANAGEMENT manages $117 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, BILL SPALDING WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.70%
Average Client Assets: $0.9 million
Total Client Accounts: 233
Discretionary Accounts: 232
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 154998
Filing ID: 1972126
Last Filing Date: 2025-03-28 16:45:00