SPIRE WEALTH MANAGEMENT, LLC

CRD 113908File 801-60468

APPROVED

Retail clients

Disclosure events

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.51B

Top 25% of cohort (national)

Discretionary AUM

$4.35B

Non-discretionary $159.3M

Clients

6,379

15,272 accounts

Employees

145

Top 10% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 17, 2001
Principal office: 7901 JONES BRANCH DR., SUITE 800, MCLEAN, VA, 22102
Phone: 703-657-6060
Website: https://www.kaizenwealthstrategies.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.51B
Discretionary AUM: $4.35B
Non-discretionary AUM: $159.3M
Discretionary accounts: 15,131
Non-discretionary accounts: 141
Total accounts: 15,272
AUM per client: $708K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	184	$168.0M
Charitable organizations	44	$20.0M
High net worth individuals	128	$1.29B
Individuals (other than high net worth individuals)	6,023	$3.04B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Subscription fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C1
Q11C2
Q11C4
Q11C5
Q11D2
Q11D4
Q11D5
Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.