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Yohanna Gorfu

Spire Wealth Management, LLC

Mclean, VA

Mclean, VA

CRD 4148774

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Employer firm

Spire Wealth Management, LLC CRD 113908

$4.51B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING

From the firm’s Form ADV. Read the guides:

Current Employers
Spire Wealth Management, Llc

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2001-12-06
  • VA RA
    APPROVED
    Since 2001-12-06

Branch Locations

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spire Investment Partners Mclean VA 03/1999 Present
  • 03/1999 → Present
    Spire Investment Partners
    Mclean, VA
Other Businesses

IAR OF SPIRE WEALTH MANAGEMENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-04-11
  • S66 Uniform Combined State Law Examination
    2000-04-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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ANIE T ZAROOKIAN
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Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

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