SPIEHS WEALTH MANAGEMENT, INC.

Overview

Spiehs Wealth Management, Inc. is an independent fee-based advisory firm organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients and small businesses through financial planning and discretionary portfolio management. It also operates as an insurance broker, which it integrates into client planning when appropriate. Fee arrangements include a percentage of assets under management and hourly charges. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments as the primary allocation tool. The firm is not positioned as a capital allocator to third-party alternative asset managers, is not an active ESG investor, and does not provide pension consulting. Spiehs Wealth Management manages portfolios that blend equity exposures with mutual funds and insurance solutions to meet the goals of mass-affluent clients.

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Public Holdings

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Location & Offices