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SPIEGELMAN WEALTH MANAGEMENT, INC.

CRD 336637 · SEC 801-133759

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1212 BROADWAY PLAZA SUITE 2100 #54., WALNUT CREEK, CA, 94596, United States

Phone

925-385-6200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$443.0M

Discretionary AUM

$443.0M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals86$29.9M
High net worth individuals97$413.0M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD