Spiegelman Wealth Management, Inc.

Overview

Spiegelman Wealth Management, Inc. is an independent, individually owned registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and is SEC-registered (registration year listed as 2025). Its practice is focused on individual and family clients rather than institutional mandates; the firm does not identify as an active ESG investor, multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives