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SPIREPOINT PRIVATE CLIENT, LLC
CRD 327350File 801-128336
APPROVED
Retail clients
Custody
Filing as of Jun 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$1.44B
Clients
1,376
1,376 accounts
Employees
10
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 14, 2023
- Principal office
- 830 AZALEA LANE, VERO BEACH, FL, 32963
- Phone
- 772-316-1271
- Website
- HTTPS://SPIREPOINTPC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.44B
- Discretionary AUM
- $1.44B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,376
- Non-discretionary accounts
- 0
- Total accounts
- 1,376
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 55 | $228.3M |
| High net worth individuals | 930 | $1.15B |
| Individuals (other than high net worth individuals) | 391 | $57.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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.