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Spicer Wealth Management
SPICER WEALTH MANAGEMENT is an SEC-registered investment adviser in Beavercreek, OH. It has 1 employee and 1 investment adviser. The firm is based in...
Spicer Wealth Management
SPICER WEALTH MANAGEMENT is an SEC-registered investment adviser in Beavercreek, OH. It has 1 employee and 1 investment adviser. The firm is based in Beavercreek.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Spicer Wealth Management?
No named principals or investment decision-makers are identified in public sources. The firm has not disclosed its leadership team.
Is Spicer Wealth Management a single family office or an RIA?
The firm operates as a wealth management entity, but its specific structure—whether a single-family office, multi-family office, or independent RIA—is not publicly confirmed.
What investment stages does Spicer Wealth Management target?
No investment stage preferences have been publicly disclosed by or attributed to the firm.
Does Spicer Wealth Management participate in fund commitments or only direct deals?
The firm's approach to fund investments versus direct deals has not been reported in any available public source.
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