Spahn Wealth & Retirement LLC
● SEC registered since 2022CRD 285932SEC# 801-125766Scottsdale, AZ
Reg. AUM
$181.4M
Employees
2
Accounts
283
Location
Scottsdale, AZ
Spahn Wealth & Retirement LLC assets under management
Spahn Wealth & Retirement LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2022. It reports $181.4 million in regulatory assets under management and employs 2 people.
Spahn Wealth & Retirement LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Robert Spahn Control | Managing Member, Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Spahn Wealth & Retirement LLC manage?
Spahn Wealth & Retirement LLC reports $181.4 million in regulatory assets under management on its Form ADV.
How many employees does Spahn Wealth & Retirement LLC have?
Spahn Wealth & Retirement LLC reports 2 employees.
Where is Spahn Wealth & Retirement LLC located?
Spahn Wealth & Retirement LLC is based in Scottsdale, AZ and has been SEC-registered since 2022.
Does Spahn Wealth & Retirement LLC disclose fund performance?
Spahn Wealth & Retirement LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4310 North 75th Street, Scottsdale, AZ 85251 |
| Phone | 602-730-6114 |
| Fax | 602-603-9903 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1949033 |
| Discloses disciplinary history | No |
Regulatory AUM
$181.4M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$181.4Mregulatory AUM
Discretionary $181.4M