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SPAHN WEALTH & RETIREMENT LLC
CRD 285932 · SEC 801-125766
4310 NORTH 75TH STREET, SCOTTSDALE, AZ, 85251, United States
Phone
602-730-6114
Fax
602-603-9903
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.4M
Discretionary AUM
$181.4M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $45.9M |
| High net worth individuals | 57 | $135.5M |
States served
AZ
All web addresses on file
Official SEC filing: View on IAPD