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 48 offices throughout the country.

SPIRE WEALTH MANAGEMENT, LLC is a Mclean, Virginia based Financial Planning firm with nearly $4,777,743,993 assets under management, offering retirement planning & investment advisory services to 15951 clients. The firm is staffed with 165 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113908
SEC#	801-60468
Assets Managed by Firm	$4,777,743,993
No. of Clients	15951
No. of Advisors	165

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	15951	$4,777,743,993
Individuals (other than high net worth individuals)	10187	$4,526,508,712
High net worth individuals	59	$37,220,764
Charitable organizations	38	$13,409,794
Corporations or other businesses	296	$200,604,723

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STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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