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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) |
|---|
| 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 ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 |
|---|---|---|
| 13F-HR | [0001858740] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Miracle Mile Advisors LLC
✚
|
CA | 4.9 |
|
Grimes & Company Inc
✚
|
MA | 4.9 |
|
Kingsview Wealth Management LLC
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|
OR | 4.8 |
|
Fourth Street Performance Partners Inc
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|
KY | 4.8 |
|
IHT Wealth Management LLC
✚
|
IL | 4.8 |
|
Snyder Capital Management LP
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|
CA | 4.8 |
|
Stockman Wealth Management Inc
✚
|
MT | 4.8 |
|
Kennedy Capital Management LLC
✚
|
MO | 4.8 |
|
Callan Family Office LLC
✚
|
PA | 4.8 |
|
DoubleLine Alternatives LP
✚
|
FL | 4.7 |