Overview
Assets Under Management: $4.6 billion
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 53
Average Client Assets: $15 million
Frequently Asked Questions
SPIRE WEALTH MANAGEMENT, 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 #113908), SPIRE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SPIRE WEALTH MANAGEMENT, LLC is headquartered in MCLEAN, VA.
SPIRE WEALTH MANAGEMENT, LLC serves 53 high-net-worth clients according to their SEC filing dated March 30, 2025. View client details ↓
According to their SEC Form ADV, SPIRE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SPIRE WEALTH MANAGEMENT, LLC manages $4.6 billion in client assets according to their SEC filing dated March 30, 2025.
According to their SEC Form ADV, SPIRE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.79
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 15,808
Discretionary Accounts: 15,523
Non-Discretionary Accounts: 285
Regulatory Filings
CRD Number: 113908
Filing ID: 1972696
Last Filing Date: 2025-03-30 11:16:00
Website: https://spireip.com