SPRECKELS WEALTH MANAGEMENT

SPRECKELS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 313422). Regulatory assets under management: $89.9M.

Registration

• CRD: 313422
• Type: Registered investment adviser
• Phone: 858-736-7340
• Latest filing: 2026-03-26
• Regulatory AUM: $89.9M
• Discretionary AUM: $85.7M
• Non-discretionary AUM: $4.2M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 313422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search