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Spire Wealth Management, LLC

● SEC registered since 2001CRD 113908SEC# 801-60468McLean, VA
Export (members)
Reg. AUM
$4.51B
Employees
145
Accounts
15,272
Location
McLean, VA

Spire Wealth Management, LLC assets under management

Spire Wealth Management, LLC is an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2001. It reports $4.5 billion in regulatory assets under management and employs 145 people.

Spire Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
David Lloyd Blisk ControlCeoUnder 5%2010
Feisal Ahmed Khan Malik ControlChief Compliance OfficerUnder 5%2023
Robert Michael Lord ControlCooUnder 5%2017
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Frequently asked questions

How much does Spire Wealth Management, LLC manage?

Spire Wealth Management, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.

How many employees does Spire Wealth Management, LLC have?

Spire Wealth Management, LLC reports 145 employees.

Where is Spire Wealth Management, LLC located?

Spire Wealth Management, LLC is based in McLean, VA and has been SEC-registered since 2001.

Does Spire Wealth Management, LLC disclose fund performance?

Spire Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7901 Jones Branch Dr., Suite 800, McLean, VA 22102
Phone703-657-6060
Fax703-748-1372
Office hours8:30a.m. - 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Regulatory AUM

$4.51B▼ 2%
Mar '25 — $4.62BApr '25 — $4.62BMay '25 — $4.62BJun '25 — $4.62BJul '25 — $4.62BAug '25 — $4.62BSep '25 — $4.62BOct '25 — $4.62BNov '25 — $4.62BDec '25 — $4.62BJan '26 — $4.62BFeb '26 — $4.62BMar '26 — $4.51BApr '26 — $4.51BMay '26 — $4.51BJun '26 — $4.51B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers

Assets under management

$4.51Bregulatory AUM
Discretionary $4.35BNon-discretionary $159.3M