SpaceX IPO’s Imminent Launch Triggers Rush for Wealth Advisers Amid Complex Equity Payouts
SpaceX employees are scrambling to secure financial advice ahead of the company’s initial public offering, expected as early as the week of June 8, 2026, as the rocket maker targets a valuation of nearly $1.8 trillion. Wealth advisers report working 10-to-12-hour days, including weekends, to handle a surge of clients holding equity worth millions but with little outside savings. The IPO, set to reserve up to 5% of shares for certain employees and insiders at $135 apiece, has created unprecedented demand for estate and tax planning. Many younger employees, some in their late 20s and 30s with $5 million to $15 million in stock, are confronting complex instruments like GRATs and irrevocable trusts for the first time. Advisers note the company’s amended filing outlines a lockup period with unusual complexity, tying share eligibility to post-IPO earnings releases, adding to the uncertainty. SpaceX’s heavy emphasis on equity compensation across all levels — including non-technical staff — means the offering could create generational wealth for thousands, but has also fueled anxiety about making costly mistakes. “There’s a concern about having regrets,” one adviser said.