Spire Wealth Management, LLC
● SEC registered since 2001CRD 113908SEC# 801-60468McLean, VA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lloyd Blisk Control | Ceo | Under 5% | 2010 |
| Feisal Ahmed Khan Malik Control | Chief Compliance Officer | Under 5% | 2023 |
| Robert Michael Lord Control | Coo | Under 5% | 2017 |
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Join to unlock · $37/moFrequently 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
| Address | 7901 Jones Branch Dr., Suite 800, McLean, VA 22102 |
| Phone | 703-657-6060 |
| Fax | 703-748-1372 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.51B▼ 2%
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