Jeremiah Otto Spitzberg
Investment adviser representative at Stone Summit Wealth LLC
27 yearsExperience
2 statesRegistered in
CFADesignation
$443.6MFirm assets
Are you Jeremiah Otto Spitzberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Stone Summit Wealth LLCDec 2021 to now
- Stone Point WealthDec 2021 to now
- Noesis Capital ManagementJan 1999 to Nov 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Stone Summit Wealth LLC
$443.6MAssets managed
231Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2262146
- Firm CRD
- 315438