SPIREPOINT PRIVATE CLIENT, LLC

RIASEC RegisteredEst. 2023

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$1M

Accounts

1,376

Employees

Advisory reps

Firm details

Headquarters: VERO BEACH, Florida
CRD number: 327350
Registered since: July 14, 2023
Website: www.spirepointpc.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.12%
Corporations / Businesses15.85%
Individuals4.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Spirepoint Private Client, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual and family clients as well as institutional accounts, blending advisory work with broker-dealer and insurance distribution activities. Advisory services listed include comprehensive financial planning and portfolio management for individuals, small businesses, and institutions. Its fees are a mix of percentage-of-AUM and fixed-fee arrangements. The firm is not flagged as an active ESG investor and is not identified as a capital allocator. The business model combines advisory relationships with registered representative and insurance brokerage functions, which suggests advisors can deliver integrated wealth planning and access to broker-dealer or insurance products alongside managed portfolios. Owner structure is a mix of domestic entities and individuals.