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
71

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

FINTRX

Overview

Spire Wealth Management, LLC is an independent, SEC-registered registered investment adviser that has been operating since 2001. The firm functions as a capital allocator and serves both individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Fee arrangements are a mix of asset‑based fees, hourly billing and fixed fees. Spire maintains relationships with a broker‑dealer, other investment advisers and an insurance company, indicating a multi‑channel distribution and service model. The firm identifies itself as not being an active ESG investor. Spire was named among Top RIA Firms by 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

    CIO, FounderCRD 5539917

  • DAVID BLISK

    Founder & CEOCRD 2155652

  • BARBARA DORAN

    Founder and Chief Investment OfficerCRD 1308785

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Contacts

3 of 65

  • Christian Carazo

    Investment Adviser RepresentativeCRD 6829588

  • Philip Fluegge

    Financial AdvisorCRD 1020686

  • Howard Barnett

    PresidentCRD 2183706

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,085

Active vs passive

$2B in ETFs

Passive

74%

$1.5B

Active

24%

$516M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$154M236,2667.66%
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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