# Spaulding Greene Wealth Management

Spaulding Greene Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 143774
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143774

## About

Spaulding Greene Wealth Management, LLC is a state-registered investment adviser. The firm manages approximately $7 million in regulatory assets. It has 2 employees and 1 investment adviser.

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- [Fogel Investment Advisory Group](https://altss.com/profile/fogel-investment-advisory-group-inc)
- [Keffer Financial Planning](https://altss.com/profile/keffer-financial-planning)

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Last updated: 2026-07-06T01:24:25.865Z

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