SPIEGELMAN WEALTH MANAGEMENT, INC.

Overview

Spiegelman Wealth Management, Inc. is an independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm focuses on financial planning and portfolio management for individuals and small businesses, running fully discretionary portfolios for its clients. Investment activity tilts toward pooled public vehicles — primarily mutual funds and ETFs — supplemented by targeted use of annuities and real estate-related alternatives. The firm is not positioned as an ESG-focused investor and does not act as a capital allocator to its own private funds; instead it integrates external managers where needed, particularly for real estate exposure. Spiegelman Wealth emphasizes centralized portfolio construction delivered through discretionary mandates. That construction appears to favor diversified, professionally managed public funds for the majority of client exposure, with alternative real estate allocations layered in to provide income and diversification beyond core equity and fixed-income funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices