Spire Wealth Management, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 113908
- Registered since
- August 17, 2001
- Website
- www.spireip.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals67.24%
- HNWI28.59%
- Corporations / Businesses3.72%
- Charitable Organizations0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Spire Wealth Management, LLC is an independent registered investment adviser organized as an LLC and conducting advisory business since the early 2000s. The firm serves both individual/family clients and institutional investors and functions as a capital allocator, placing client capital with third‑party managers in addition to managing portfolios directly. Its advisory services cover comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Fee arrangements include asset‑based fees as well as hourly and fixed‑fee engagements. Spire is affiliated with broker‑dealer and insurance entities and reports not participating in active ESG investing. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents8%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
3 of 6
John Bay
CIO, FounderCRD 5539917
David Blisk
Founder & CEOCRD 2155652
Barbara Doran
Founder and Chief Investment OfficerCRD 1308785
Contacts
3 of 66
Christian Carazo
Investment Adviser RepresentativeCRD 6829588
Philip Fluegge
Financial AdvisorCRD 1020686
Howard Barnett
PresidentCRD 2183706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,085Active vs passive
$2B in ETFs
74%
$1.5B
24%
$516M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $154M | 236,266 | 7.66% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 7901 Jones Branch Dr
- Time zone
- ET (UTC-5)
- Office locations
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