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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...
Overview
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
Location
City
Alamo
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.
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.
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.
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