SPIEGELMAN WEALTH MANAGEMENT, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $443.0M |
| Discretionary | $443.0M100% of AUM |
| Client Accounts | 528 |
| Avg Account Size | $839K |
| Employees | 4 |
| Peak AUM | $443.0MMar 2026 |
AUM by Client Type
Total AUM
$443M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $443M | — | — | — | |
| Discretionary AUM | $443M | — | |||
Key Metrics
| Total AUM | $443.0M |
| Discretionary | $443.0M |
| Employees | 4 |
| Client Accounts | 528 |
| Client Range | 0 |
Contact & Location
Address
1212 BROADWAY PLAZA SUITE 2100 #54.
WALNUT CREEK CA 94596
Phone
925-385-6200
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$443M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported