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| Bill Spalding Wealth Management
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| |
|---|---|
| CRD # | 154998 |
| SEC # | 801-71902 |
| CIK # | |
| AUM | $108.0 MM (2024-03-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 404-255-3331 |
| Address | One Buckhead Plaza Atlanta, GA 30305 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 49.0 |
| (b) Individuals (high net worth individuals) | 25 | 59.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 200 | 108.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 200 | 108.0 |
| Total | 200 | 108.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.0 | |
| Total | 200 | 108.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Johnson & Shute Investment Advisors Inc
✚
|
WA | 0.1 |
|
Titletown Wealth Management LLC
✚
|
WI | 0.1 |
|
Tublin - Difusco Advisors Inc
✚
|
NY | 0.1 |
|
Schnall Advisory Services Inc
✚
|
NY | 0.1 |
|
R W Baker Wealth Management Group LLC
✚
|
WY | 0.1 |
|
West End Wealth Management LLC
✚
|
CO | 0.1 |
|
Clarus Group LLC
✚
|
NY | 0.1 |
|
ATX Financial Planning LLC
✚
|
TX | 0.1 |
|
Montchanin Asset Management LLC
✚
|
DE | 0.1 |
|
Colchester Investment Counsel LLC
✚
|
CT | 0.1 |