Overview
Assets Under Management: $443 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 97
Average Client Assets: $4.3 million
Frequently Asked Questions
SPIEGELMAN WEALTH MANAGEMENT, INC. 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 #336637), SPIEGELMAN WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
SPIEGELMAN WEALTH MANAGEMENT, INC. is headquartered in WALNUT CREEK, CA.
SPIEGELMAN WEALTH MANAGEMENT, INC. serves 97 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, SPIEGELMAN WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
SPIEGELMAN WEALTH MANAGEMENT, INC. manages $443 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, SPIEGELMAN WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.24%
Average Client Assets: $4.3 million
Total Client Accounts: 528
Discretionary Accounts: 528
Regulatory Filings
CRD Number: 336637
Filing ID: 2088167
Last Filing Date: 2026-03-30 19:18:36