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BILL SPALDING WEALTH MANAGEMENT

· CRD 154998 · IAPD ↗ · billspaldingwealthmanagement.com · 404.255.3331

$117.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2025 — BILL SPALDING WEALTH MANAGEMENT (location n/a) left the SEC roster (was $117.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.