BILL SPALDING WEALTH MANAGEMENT (CRD# 154998) is an SEC-Registered Investment Advisor (RIA), headquartered in Atlanta, GA. The SEC approved the firm to operate as an RIA in Jan 2011. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $118.0 Million, and has discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BILL SPALDING WEALTH MANAGEMENT also reported in Mar 2018:
  • 3 employees, with 1 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BILL SPALDING WEALTH MANAGEMENT has no disclosure events reported to the SEC at this time.

View BILL SPALDING WEALTH MANAGEMENT's most recent Form ADV filing

BILL SPALDING WEALTH MANAGEMENT has Notice Filings with the following State Securities Authorities: AL-Jan 2011, FL-Jan 2011, GA-Jan 2011, NC-Jan 2011, TN-Jan 2011 , TX-Jan 2011, VA-Mar 2014

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