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| Keyboard |
| Spiegelman Wealth Management Inc
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|---|---|
| CRD # | 336637 |
| SEC # | 801-133759 |
| CIK # | |
| AUM | 443.0 M (2026-06-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-385-6200 |
| Address | 1212 Broadway Plaza Suite 2100 54 Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 29.9 |
| (b) Individuals (high net worth individuals) | 97 | 413.0 |
| (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 | 528 | 443.0 |
| By Discretionary | ||
| Discretionary | 528 | 443.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 528 | 443.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.0 | |
| Total | 528 | 443.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beaton Management Co Inc
✚
|
MA | 445.7 M |
|
Mindset Wealth Management LLC
✚
|
IN | 445.5 M |
|
Ssb&T Wealth Management LLC
✚
|
TX | 445.1 M |
|
Lefavi Wealth Management Inc
✚
|
UT | 445.0 M |
|
Stone Summit Wealth LLC
✚
|
443.6 M | |
|
Financial Freedom LLC
✚
|
OH | 443.2 M |
|
Members Advisory Group LLC
✚
|
NY | 443.2 M |
|
Templeton Financial Services Inc
✚
|
AZ | 441.8 M |
|
Bates Financial Advisors Inc
✚
|
IL | 439.2 M |
|
Spivak Asset Management LLC
✚
|
CT | 439.1 M |