Updated:
Spiegelman Wealth Management
Spiegelman Wealth Management, Inc. is an SEC-registered investment adviser in Walnut Creek, CA, registered since 2025. The firm manages approximately $443...
Spiegelman Wealth Management
Spiegelman Wealth Management, Inc. is an SEC-registered investment adviser in Walnut Creek, CA, registered since 2025. The firm manages approximately $443 million in assets. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed (Altss estimate)
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Spiegelman
Principal
Sector focus
Frequently asked questions
Who leads investment decisions at Spiegelman Wealth Management?
The firm is led by principal Spiegelman, who oversees investment advisory services. No additional named investment professionals are publicly listed.
Is Spiegelman Wealth Management structured as a single family office?
No, it is structured as a registered investment advisor (RIA) and does not publicly disclose family office affiliation. Its operations align with a traditional wealth management firm.
What services does Spiegelman Wealth Management offer?
The firm provides financial planning, retirement planning, and portfolio management to individual clients. It does not publicly disclose alternative investment or direct deal capabilities.
Does Spiegelman Wealth Management publicly disclose its assets under management?
No, the firm does not publish AUM or deployment figures in public records. Size is not verifiable from external sources.
What investment stages or asset classes does the firm target?
Public records do not specify target asset classes or investment stages. The firm positions itself as a wealth manager rather than an institutional investor.
Where does the underlying wealth at Spiegelman Wealth Management come from?
Wealth origin is not publicly disclosed by the firm. No information about client base or source of capital is available in public records.
How does Spiegelman Wealth Management source its clients?
Client sourcing methods are not publicly documented. The firm does not mention proprietary deal flow or external GP relationships.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: