Wealth Manager
    SEC Registered
    Manages Private Funds

    Spire Wealth Management, LLC

    Registered investment advisor · McLean, Virginia · CRD #113908

    Assets Under Management
    $4.5B
    Client Accounts
    15,272
    Employees
    145
    CRD Number
    113908
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Spire Wealth Management, LLC

    Spire Wealth Management, LLC is a SEC-registered investment advisory firm headquartered in McLean, Virginia, managing approximately $4.5B in regulatory assets across 15,272 client accounts. The firm's full regulatory record is filed with the SEC under CRD #113908.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Spire Wealth Management, LLC's AUM?

    Spire Wealth Management, LLC reports approximately $4.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Spire Wealth Management, LLC headquartered?

    Spire Wealth Management, LLC is headquartered in McLean, Virginia.

    What is Spire Wealth Management, LLC's CRD number?

    Spire Wealth Management, LLC's CRD number is 113908. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Spire Wealth Management, LLC manage?

    Spire Wealth Management, LLC manages approximately 15,272 client accounts according to its latest SEC filing.

    Is Spire Wealth Management, LLC SEC registered?

    Yes, Spire Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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