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Spiegelman Wealth Management LLC

● SEC registered since 2025CRD 336637SEC# 801-133759Walnut Creek, CA
Export (members)
Reg. AUM
—
Employees
1
Accounts
—
Location
Walnut Creek, CA

Spiegelman Wealth Management LLC assets under management

Spiegelman Wealth Management LLC is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2025. It employs 1 people.
www.spiegelmanwealth.comView on SEC.gov ↗

Spiegelman Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Adam David Spiegelman ControlMember, CcoOver 75%2025

Frequently asked questions

How many employees does Spiegelman Wealth Management LLC have?

Spiegelman Wealth Management LLC reports 1 employees.

Where is Spiegelman Wealth Management LLC located?

Spiegelman Wealth Management LLC is based in Walnut Creek, CA and has been SEC-registered since 2025.

Does Spiegelman Wealth Management LLC disclose fund performance?

Spiegelman Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1212 Broadway Plaza Suite 2100 #54., Walnut Creek, CA 94596
Phone925-385-6200
Office hours9a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo