← Directory
SPYRNAL FINANCIAL GROUP
Legal name: SPYRNAL WEALTH MANAGEMENT, LLC
CRD 299957File 801-129269
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$145.5M
Bottom 25% of cohort (national)
Discretionary AUM
$137.5M
Non-discretionary $8.0M
Clients
387
390 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 2, 2024
- Principal office
- 5524 AVENUE A, BOKEELIA, FL, 33922
- Phone
- 239.282.2835
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $145.5M
- Discretionary AUM
- $137.5M
- Non-discretionary AUM
- $8.0M
- Discretionary accounts
- 380
- Non-discretionary accounts
- 10
- Total accounts
- 390
- AUM per client
- $376K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $68.0M |
| Pension and profit sharing plans | Fewer than 5 | $3.9M |
| Individuals (other than high net worth individuals) | 352 | $73.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.