Spire Wealth Management, LLC

RIASEC RegisteredEst. 2001
Total AUM
$4.5B
Discretionary
$4.4B
96% of AUM
Avg account
$296K
Accounts
15,272
Employees
145
Advisory reps
72

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, Subscription Fees, 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

FINTRX

Overview

Spire Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2001. The firm serves both individual and family clients as well as institutional relationships and functions as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of sub-advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, subscription, and fixed-fee options. Spire reports industry affiliations with a broker‑dealer, another investment adviser, and an insurance company. The firm is not positioned as an active ESG investor. An industry recognition listed for the firm is a Top RIA Firms mention in FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 8%, US Government Bonds 3%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%68%
  • Exchange Traded Equities68%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents8%
  • US Government Bonds3%
  • State & Local Bonds1%

Owners & executives

3 of 6
  • John Bay

    John Bay

    CIO, FounderCRD 5539917

  • David Blisk

    David Blisk

    Founder & CEOCRD 2155652

  • Barbara Doran

    Barbara Doran

    Founder and Chief Investment OfficerCRD 1308785

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Contacts

3 of 66
  • Christian Carazo

    Christian Carazo

    Investment Adviser RepresentativeCRD 6829588

  • Philip Fluegge

    Philip Fluegge

    Financial AdvisorCRD 1020686

  • Howard Barnett

    Howard Barnett

    PresidentCRD 2183706

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 1,076

Active vs passive

$2.2B in ETFs

Passive

75%

$1.7B

Active

23%

$557M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$174M231,9147.82%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth