Overview
Assets Under Management: $181 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 57
Average Client Assets: $2.4 million
Frequently Asked Questions
SPAHN WEALTH & RETIREMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285932), SPAHN WEALTH & RETIREMENT LLC is subject to fiduciary duty under federal law.
SPAHN WEALTH & RETIREMENT LLC is headquartered in SCOTTSDALE, AZ.
SPAHN WEALTH & RETIREMENT LLC serves 57 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, SPAHN WEALTH & RETIREMENT LLC offers portfolio management for individuals. View all service details ↓
SPAHN WEALTH & RETIREMENT LLC manages $181 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, SPAHN WEALTH & RETIREMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.68%
Average Client Assets: $2.4 million
Total Client Accounts: 283
Discretionary Accounts: 283
Regulatory Filings
CRD Number: 285932
Filing ID: 2080315
Last Filing Date: 2026-03-23 18:19:51