BILL SPALDING WEALTH MANAGEMENT

BILL SPALDING WEALTH MANAGEMENT of ATLANTA, GA is an SEC-registered investment adviser (CRD 154998). Regulatory assets under management: $117.0M.

Registration

• CRD: 154998
• SEC file number: 801-71902
• Type: Registered investment adviser
• Location: ONE BUCKHEAD PLAZA, 360 PEACHTREE ROAD, NW, STE 250, ATLANTA, GA, 30305
• Phone: 404.255.3331
• Latest filing: 2025-03-28
• Regulatory AUM: $117.0M
• Discretionary AUM: $116.3M
• Non-discretionary AUM: $652K
• Clients: 2
• Accounts: 233

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154998 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search