SPAULDING GREENE WEALTH MANAGEMENT, LLC

SPAULDING GREENE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 143774). Regulatory assets under management: $7.1M.

Registration

• CRD: 143774
• Type: Registered investment adviser
• Phone: (716) 390-4282
• Latest filing: 2026-03-27
• Regulatory AUM: $7.1M
• Discretionary AUM: $7.1M
• Clients: 2
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143774 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search