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Spire Wealth Management LLC
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CRD # | 113908 |
SEC # | 801-60468 |
CIK # | 0001858740 |
AUM | $4.8 BB (2024-06-25) |
Employees | 165 (56% Investors, 51% Brokers) |
Phone | 703-657-6060 |
Address | 7901 Jones Branch Dr Mclean, VA 22102 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.1 | |
NVDA | 399.6 | 0.1 | |
MSFT | 1,918.2 | 0.1 | |
AMZN | 1,093.0 | 0.1 | |
GOOGL | 1,475.1 | 0.0 | |
META | 434.9 | 0.0 | |
LLY | 301.8 | 0.0 | |
COST | 207.6 | 0.0 | |
MA | 309.6 | 0.0 | |
JPM | 340.2 | 0.0 |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10,187 | 4.5 |
(b) Individuals (high net worth individuals) | 59 | 0.0 |
(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 | 38 | 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 | 296 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 15,951 | 4.8 |
By Discretionary | ||
Discretionary | 15,690 | 4.7 |
Non-Discretionary | 261 | 0.1 |
Total | 15,951 | 4.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 4.7 | |
Total | 15,951 | 4.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001858740] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Miracle Mile Advisors LLC
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|
CA | 4.9 |
Grimes & Company Inc
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|
MA | 4.9 |
Kingsview Wealth Management LLC
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|
OR | 4.8 |
Fourth Street Performance Partners Inc
✚
|
KY | 4.8 |
IHT Wealth Management LLC
✚
|
IL | 4.8 |
Snyder Capital Management LP
✚
|
CA | 4.8 |
Stockman Wealth Management Inc
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|
MT | 4.8 |
Kennedy Capital Management LLC
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|
MO | 4.8 |
Callan Family Office LLC
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|
PA | 4.8 |
DoubleLine Alternatives LP
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|
FL | 4.7 |