Bill Spalding Wealth Management

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Assets, Funds, Holdings

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Bill Spalding Wealth Management
CRD #154998
SEC #801-71902
CIK #
AUM $108.0 MM (2024-03-29)
Employees 2 (50% Investors, 0% Brokers)
Phone404-255-3331
AddressOne Buckhead Plaza
Atlanta, GA 30305
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
13010478522602010201520202025
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
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