Spiegelman Wealth Management Launches as Independent SEC-Registered Investment Advisor

Strategic Insights -

Spiegelman Wealth Management, a family-run business, has officially launched as an independent SEC-registered investment advisor (RIA) based in the East Bay. The firm, led by Adam Spiegelman, a veteran wealth advisor with over 75 years of combined experience in financial planning and wealth management, will serve high-net-worth individuals, families, and business owners with comprehensive, fee-only financial planning and investment management. The team, consisting of two wealth management and planning associates and a business development director, aims to provide personalized, responsive service tailored to each client's needs.

Key Takeaways:

  • Spiegelman Wealth Management is a newly independent SEC-registered investment advisor (RIA) based in the East Bay.
  • The firm, led by Adam Spiegelman, has a combined experience of over 75 years in financial planning and wealth management.
  • Spiegelman Wealth Management will focus on delivering comprehensive, fee-only financial planning and investment management to high-net-worth individuals, families, and business owners.
  • The team consists of two wealth management and planning associates and a business development director.
  • Spiegelman Wealth Management will custody assets with Fidelity Institutional Wealth Management Services.
  • The firm's business model is designed for clients seeking boutique-level service and highly customized strategies with a personal touch.
  • The Alamo team has managed approximately $400 million in client assets in the past.

Statistics:

  • 75 years of combined experience in financial planning and wealth management among the team.
  • $400 million in client assets managed by the team in the past.
  • 2 wealth management and planning associates on the team.
  • 1 business development director on the team.

Sources:

  • Globe Newswire, "Spiegelman Wealth Management Launches as Independent SEC-Registered Investment Advisor," July 14, 2025.
  • Spiegelman Wealth Management, "About Spiegelman Wealth Management".