SPIEGELMAN WEALTH MANAGEMENT, INC.

SPIEGELMAN WEALTH MANAGEMENT, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 336637). Regulatory assets under management: $443.0M.

Registration

• CRD: 336637
• SEC file number: 801-133759
• Type: Registered investment adviser
• Location: 1212 BROADWAY PLAZA SUITE 2100 #54., WALNUT CREEK, CA, 94596
• Phone: 925-385-6200
• Latest filing: 2026-06-22
• Regulatory AUM: $443.0M
• Discretionary AUM: $443.0M
• Clients: 4
• Accounts: 528

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336637 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search