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Spencer Pierce Wealth Management, LLC (New York)


Spencer Pierce Wealth Management, LLC is a mid-sized advisory firm based in New York. It manages $46.91 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

Spencer Pierce Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Spencer Pierce Wealth Management: assets under management

The assets under management (AUM) of Spencer Pierce Wealth Management, LLC is $46.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $579.07 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spencer Pierce Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Spencer Pierce Capital Owner 1 Apr 2014 25% - 50% 46-4585022
John Stephen Eberhardt (Jr) Owner 1 Apr 2014 75% - 100% xxx-xx-xxxx
Llc Amadeus Wealth Advisors Owner 1 Apr 2015 75% - 100% 46-4888205

Based in New York

The principal office where Spencer Pierce Wealth Management, LLC performs its advisory services is located at 225 West 34 Th Street, New York, NY 10122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 2126973930 or by fax 9173384138. The normal business hours are 9 am to 6 pm on Monday - Friday.


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