Julie Brim
Spiegelman Wealth Management · Walnut Creek, California
Julie Brim is a fee-only financial advisor at Spiegelman Wealth Management in Walnut Creek, California. Julie focuses on retirement planning and family wealth transfer. Spiegelman Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Multi-generational families
Facts
| Firm | Spiegelman Wealth Management |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $443.0M across 528 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4357964 |
| Exams passed | Series 63 (2001) · Series 66 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.spiegelmanwealth.com |
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Questions about Julie
Is Julie Brim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Spiegelman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, Spiegelman Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Julie Brim based?
Julie Brim is based in Walnut Creek, California.
What does Julie specialize in?
Julie's specialties include retirement planning and family wealth transfer. Julie works with executives, pre-retirees and multi-generational families.
Is Julie Brim registered with the SEC?
Yes. Julie Brim is registered as an investment adviser representative in CA (CRD 4357964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spiegelman Wealth Management manage?
Spiegelman Wealth Management reports $443.0M across 528 accounts in assets under management.
How do I contact Julie Brim?
Through Julie's website, www.spiegelmanwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Spiegelman Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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