No longer SEC-registered. Bill Spalding Wealth Management appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$117M
Employees
2
Accounts
233
Location
—
Bill Spalding Wealth Management assets under management
Bill Spalding Wealth Management operates as an SEC-registered investment adviser. It reports $117 million in regulatory assets under management and employs 2 people.
How much does Bill Spalding Wealth Management manage?
Bill Spalding Wealth Management reports $117 million in regulatory assets under management on its Form ADV.
How many employees does Bill Spalding Wealth Management have?
Bill Spalding Wealth Management reports 2 employees.
Does Bill Spalding Wealth Management disclose fund performance?
Bill Spalding Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.