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BILL SPALDING WEALTH MANAGEMENT

Advisory

N·

Data as of Sep 26, 2024 · Source: SEC Form ADV

Total AUM
$117M
1-Year AUM Growth
+10.4%
3-Year CAGR
-3.0%
Employees
1
Assets Under Management
Total AUM$117M
Discretionary AUM$116M
Non-Discretionary AUM$652K
Discretionary %99.4%
Total Clients233
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record21
First FilingOct 5, 2010
Latest FilingSep 26, 2024
🔒 Full AUM trend chart and 21 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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