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SPIREPOINT PRIVATE CLIENT, LLC
CRD 327350 · SEC 801-128336
830 AZALEA LANE, VERO BEACH, FL, 32963, United States
Phone
772-316-1271
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.44B
Discretionary AUM
$1.44B
Team
10 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 391 | $57.9M |
| High net worth individuals | 930 | $1.15B |
| Corporations/business entities | 55 | $228.3M |
States served
CO, GA, IL, LA, NJ, NY, NC, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD