Spaulding Greene Wealth Management, LLC

Overview

Spaulding Greene Wealth Management, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and charges clients a percentage of assets under management. Its client base is primarily individual and family investors rather than institutional or retirement-plan sponsors, and the advisory footprint is limited in scale and geographic reach. Investment activity centers on publicly traded equities and fund wrappers, with a clear preference for exchange-traded instruments. The firm does not identify as an active ESG investor and does not position itself as a pension consultant or multi-state adviser. Typical engagement appears to be traditional wealth-management relationships: discretionary portfolio oversight, blended use of mutual funds and exchange-traded products, and selective use of third-party managers for non-core allocations.

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Public Holdings

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Location & Offices