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RIA · CRD 313422State-Registered Investment Adviser

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Spreckels Wealth Management

SPRECKELS WEALTH MANAGEMENT is a state-registered investment adviser with $90 million in regulatory assets under management. The firm manages $86 million on...

Overview

SPRECKELS WEALTH MANAGEMENT is a state-registered investment adviser with $90 million in regulatory assets under management. The firm manages $86 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

Who currently leads investment decisions at Spreckels Wealth Management?

The current leadership and investment committee members are not publicly named. The firm does not maintain a public website or prominent professional presence identifying its principals.

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