Spire Wealth Management LLC

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Assets, Funds, Holdings

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Spire Wealth Management LLC
CRD #113908
SEC #801-60468
CIK #0001858740
AUM $4.8 BB (2024-06-25)
Employees 165 (56% Investors, 51% Brokers)
Phone703-657-6060
Address7901 Jones Branch Dr
Mclean, VA 22102
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
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 ($BB)
5.04.03.02.01.00.02018202020222025
AUM Breakdown Accounts AUM ($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
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MA 4.9
Kingsview Wealth Management LLC
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
MT 4.8
Kennedy Capital Management LLC
MO 4.8
Callan Family Office LLC
PA 4.8
DoubleLine Alternatives LP
FL 4.7
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