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| Spahn Wealth & Retirement LLC
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|---|---|
| CRD # | 285932 |
| SEC # | 801-125766 |
| CIK # | 0001949033 |
| AUM | 181.4 M (2026-03-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 602-730-6114 |
| Address | 4310 North 75th Street Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001949033 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.3 | ||
| Tesla Motors Inc | 6.9 | ||
| Alphabet Inc | 5.8 | ||
| Apple Inc | 5.6 | ||
| Citigroup Inc | 5.4 | ||
| Amazon Com Inc | 5.2 | ||
| Parker Hannifin Corp | 4.5 | ||
| Microsoft Corp | 4.0 | ||
| Interactive Brokers Group Inc | 3.4 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Bank of America Corp /DE/ | 3.0 | ||
| Palo Alto Networks Inc | 2.7 | ||
| Home Depot Inc | 1.7 | ||
| Wal Mart Stores Inc | 0.5 | ||
| Priceline Com Inc | 0.5 | ||
| American Express Co | 0.5 | ||
| LPL Investment Holdings Inc | 0.4 | ||
| Ameriprise Financial Inc | 0.4 | ||
| Polo Ralph Lauren Corp | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 45.9 |
| (b) Individuals (high net worth individuals) | 57 | 135.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 181.4 |
| By Discretionary | ||
| Discretionary | 283 | 181.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 283 | 181.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.4 | |
| Total | 283 | 181.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001949033] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Allegiance Financial Advisors Inc
✚
|
FL | 181.9 M |
|
MRD Inc
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181.7 M | |
|
RBP Investment Advisors Inc
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181.5 M | |
|
New Dimensions Wealth Management LLC
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TX | 181.5 M |
|
Enduring Wealth Management LLC
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ID | 181.4 M |
|
Balanced Financial Planning Inc
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|
KS | 181.3 M |
|
Rutherford Asset Planning Inc
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|
FL | 181.3 M |
|
Private Client Asset Management Inc
✚
|
NY | 181.2 M |
|
Wax Asset Management LLC
✚
|
181.2 M | |
|
Chronos Capital Advisors LLC
✚
|
FL | 181.1 M |