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SPIRE WEALTH MANAGEMENT, LLC
CRD 113908 · SEC 801-60468
7901 JONES BRANCH DR., SUITE 800, MCLEAN, VA, 22102, United States
Phone
703-657-6060
Fax
703-748-1372
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.51B
Discretionary AUM
$4.35B
Team
145 total employees; 76 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersINSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6023 | $3.04B |
| High net worth individuals | 128 | $1.29B |
| Charitable organizations | 44 | $20.0M |
| Corporations/business entities | 184 | $168.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.KRAUSECAPITAL.COM
- HTTP://WWW.TOTAVITAFA.COM
- https://alignedwealthmanagement.com/
- HTTP://WWW.PRAMADVISORS.COM
- HTTP://WWW.CARDINALWM.COM
- HTTP://WWW.IBIOCAPITAL.COM
- HTTP://WWW.CGWEALTH.COM
- https://www.kaizenwealthstrategies.com/
- HTTP://WWW.COMPASSAMG.COM
- https://www.marchewealth.com/
- HTTP://WWW.MOLINAWM.COM
- HTTP://WWW.BLISKFINANCIALGROUP.COM
- HTTP://WWW.MINKWEALTH.COM
- HTTP://WWW.KNIGHTSBRIDGE-FINANCIAL.COM
- HTTP://WWW.BD8CAP.COM
- HTTP://WWW.DAVIDLKOPP.COM
- HTTP://WWW.BLUEPRINTFG.COM
- HTTP://WWW.LEVORCHICKWEALTH.COM
- HTTP://WWW.SPIRE-UROVSKY.COM
- HTTP://WWW.BARNETTFINANCIALGROUP.COM
- HTTP://WWW.AXXIOSLLC.COM
- HTTP://WWW.SILVERARROWFN.COM
- HTTP://WWW.TRANQUILITYWM.COM
- https://www.spirewealthadvisors.com/
- HTTP://WWW.QUADRIWEALTH.COM
- HTTP://WWW.CORBETTROAD.COM
- HTTP://WWW.CARAZOWEALTH.COM
- HTTP://WWW.SPIREIP.COM
Official SEC filing: View on IAPD