SPRECKELS WEALTH MANAGEMENT

Overview

Spreckels Wealth Management is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM fees along with hourly and fixed fees for planning or special projects. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments as the primary vehicle for client portfolios. The adviser does not position itself as a capital allocator and does not identify as an active ESG investor or pension consultant. Portfolios appear to be managed largely on a discretionary basis, which allows the firm to implement model-driven or customized equity exposures across client accounts. The business model targets high-net-worth individuals and families rather than institutional clients, and the firm’s product mix emphasizes liquid public markets with supplemental use of pooled mutual fund products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices