SPAHN WEALTH & RETIREMENT LLC

4310 North 75th Street
Scottsdale, Arizona 85251
Tel: 602-730-6114

About SPAHN WEALTH & RETIREMENT LLC

SPAHN WEALTH & RETIREMENT LLC, formally registered with the SEC as SPAHN WEALTH & RETIREMENT LLC. The firm was established in 05/27/2022. They have over 1 offices throughout the country.

SPAHN WEALTH & RETIREMENT LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $127,300,625 assets under management, offering retirement planning & investment advisory services to 242 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285932
SEC#	801-125766
Assets Managed by Firm	$127,300,625
No. of Clients	242
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	242	$127,300,625
Individuals (other than high net worth individuals)	60	$42,530,624
High net worth individuals	40	$84,770,001

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