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SPIRE WEALTH MANAGEMENT, LLC
7901 Jones Branch Dr.
Suite 810
Mclean, Virginia 22102
Tel: 703-657-6060
About SPIRE WEALTH MANAGEMENT, LLC
SPIRE WEALTH MANAGEMENT, LLC, formally registered with the SEC as SPIRE WEALTH MANAGEMENT, LLC. The firm was established in 08/17/2001. They have over 46 offices throughout the country.
SPIRE WEALTH MANAGEMENT, LLC is a Mclean, Virginia based Financial Planning firm with nearly $3,880,542,514 assets under management, offering retirement planning & investment advisory services to 14882 clients. The firm is staffed with 138 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 113908 |
| SEC# | 801-60468 |
| Assets Managed by Firm | $3,880,542,514 |
| No. of Clients | 14882 |
| No. of Advisors | 138 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14882 | $3,880,542,514 |
| Individuals (other than high net worth individuals) | 9150 | $3,679,147,860 |
| High net worth individuals | 59 | $26,876,651 |
| Charitable organizations | 35 | $9,718,915 |
| Corporations or other businesses | 277 | $164,799,088 |
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