Bill Spalding Wealth Management

Bill Spalding Wealth Management (CRD# 154998) is a financial advisory firm headquartered in Atlanta, GA. They manage $108,000,000 in 200 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
One Buckhead Plaza, 3060 Peachtree Road, Nw, Ste 250, Atlanta, GA 30305
http://www.billspaldingwealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $540,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IN, NC, NH, OR, SC, TN, TX, VA

Financial Advisors at Bill Spalding Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
William Spalding, financial advisor Atlanta GA
William B. Spalding
CRD#: 1000570
One Buckhead Plaza, 360 Peachtree Rd, Nw, Ste 250, Atlanta, GA 30305

William Spalding (CRD# 1000570) is an Investment Advisor Representative working at Bill Spalding Wealth Management in Atlanta, GA and has over 42 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals