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SPIRE WEALTH MANAGEMENT, LLC
MCLEAN, VA
703-657-6060
SEC #801-60468Total AUM
$4.5B
Employees
145Clients
6,379Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7901 JONES BRANCH DR.
SUITE 800
MCLEAN
VA 22102
United States
SUITE 800
MCLEAN
VA 22102
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
703-657-6060
Other Offices
47
Financials
Total AUM
$4.5B
Accounts
15,272Discretionary
$4.4B
Accounts
15,131Non-Discretionary
$159.3M
Accounts
141
Clients
Individual Clients
6,023AUM
$3B
HNW Individual Clients
128AUM
$1.3B
Charitable Organization Clients
44AUM
$20M
Corporation or Business Clients
184AUM
$168M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.