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Spiegelman Wealth Management, Inc.

CRD 336637  ·  Walnut Creek, CA  ·  $443.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
336637
SEC number
801-133759
Firm type
RIA
Assets under management
$443.0M as of Jun 22, 2026
Website
www.spiegelmanwealth.com ↗
Phone
925-385-6200
Address
1212 Broadway Plaza Suite 2100 #54., Walnut Creek, CA, 94596

Advisors at this firm

3 in our index · page 1 of 1

1–3 of 3

Source & corrections

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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