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SPIRE WEALTH MANAGEMENT, LLC
CRD 113908File 801-60468
APPROVED
Retail clients
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Oct 1, 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
- HTTP://WWW.SPIREIP.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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 165 | 145 | decreased by20 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 9,489 | 6,379 | decreased by3,110 |
| Apr 1, 2026 | AUM | $4,617,171,037 | $4,513,834,512 | decreased by$103,336,525 |
| Apr 1, 2026 | Accounts | 15,808 | 15,272 | decreased by536 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 99 | 165 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,708 | 9,489 | increased by3,781 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,188,942,884 | $4,617,171,037 | increased by$428,228,153 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12,301 | 15,808 | increased by3,507 |
| Apr 1, 2022 | Employees | 97 | 99 | increased by2 |
| Apr 1, 2022 | Clients | 13,224 | 5,708 | decreased by7,516 |
| Apr 1, 2022 | AUM | $4,259,478,723 | $4,188,942,884 | decreased by$70,535,839 |
| Apr 1, 2022 | Accounts | 13,224 | 12,301 | decreased by923 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SPIRE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SPIRE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.