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Spiegelman Wealth Management LLC

EST. AUM
$442,974,405

CONTACTS
3

CLIENT ACCOUNTS
528

Firm Details

Metro area Walnut Creek
CRD Number 336637
Website spiegelmanwealth.com
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Overview

Spiegelman Wealth Management is a team of wealth managers and financial planners with over 75 years of combined experience. They provide financial guidance to families nearing retirement, offering a personalized approach to managing wealth. The firm emphasizes long term relationships and aims to help clients address their financial planning needs through a family office model.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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