SPIEGELMAN WEALTH MANAGEMENT, INC.
CRD #336637 SEC #801-133759 WALNUT CREEK, CA 925-385-6200
SEC Registered
Total AUM
$431.9M
Discretionary
$431.9M
Employees
4
Clients
0
Accounts
531
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $431.9M | $431.9M | $0 | 4 | 0 |
| Sep 2025 | $0 | $0 | $0 | 1 | 0 |
| Aug 2025 | $0 | $0 | $0 | 1 | 0 |
| Jun 2025 | $0 | $0 | $0 | 1 | 0 |
| Jun 2025 | $0 | $0 | $0 | 1 | 0 |
| May 2025 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$431.9M
Discretionary$431.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0