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| Happy Holidays!! thanks for using AUM13F!! |
| Spire Wealth Management LLC
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| CRD # | 113908 |
| SEC # | 801-60468 |
| CIK # | 0001858740 |
| AUM | $4.6 B (2025-03-30) |
| Employees | 165 (56% Investors, 51% Brokers) |
| Phone | 703-657-6060 |
| Address | 7901 Jones Branch Dr Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,115 | 3.6 |
| (b) Individuals (high net worth individuals) | 53 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 39 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 282 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 15,808 | 4.6 |
| By Discretionary | ||
| Discretionary | 15,523 | 4.4 |
| Non-Discretionary | 285 | 0.2 |
| Total | 15,808 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 15,808 | 4.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001858740] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clear Investment Research LLC
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|
GA | 4.7 |
|
Graypoint LLC
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|
NY | 4.6 |
|
Coastal Bridge Advisors LLC
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|
CT | 4.6 |
|
Northeast Financial Consultants LLC
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|
CT | 4.6 |
|
Heritage Wealth Advisors LLC
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|
VA | 4.6 |
|
BC Advisors LLC
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|
NJ | 4.6 |
|
RNC Capital Management LLC
✚
|
CA | 4.5 |
|
TCI Wealth Advisors Inc
✚
|
AZ | 4.5 |
|
Clearwater Advisors LLC
✚
|
ID | 4.5 |
|
Waldron Private Wealth LLC
✚
|
PA | 4.5 |