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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 2025-01-06
  • VA RA
    APPROVED
    Since 2025-01-06

Branch Locations

7901 Jones Branch Drive 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
Campbell Wealth Management Alexandria VA 06/2022 03/2024
Campbell Wealth Management Alexandria VA 05/2021 08/2021
Campbell Wealth Management Alexandria VA 12/2020 01/2021
St Stephens & St Agnes School Alexandria VA 08/2013 05/2018
Raymond James Financial Services, Inc Rockville MD 03/2024 08/2024
Madison Avenue Securities, Llc Alexandria VA 03/2022 03/2024
Madison Avenue Securities, Llc Alexandria VA 05/2021 08/2021
Lee, Sipe & Associates Rockville MD 03/2024 08/2024
James Madison University Harrisonburg VA 08/2018 05/2022
Spire Securities Mclean VA 10/2024 Present
Spire Wealth Management Mclean VA 10/2024 Present
  • 06/2022 → 03/2024
    Campbell Wealth Management
    Alexandria, VA
  • 05/2021 → 08/2021
    Campbell Wealth Management
    Alexandria, VA
  • 12/2020 → 01/2021
    Campbell Wealth Management
    Alexandria, VA
  • 08/2013 → 05/2018
    St Stephens & St Agnes School
    Alexandria, VA
  • 03/2024 → 08/2024
    Raymond James Financial Services, Inc
    Rockville, MD
  • 03/2022 → 03/2024
    Madison Avenue Securities, Llc
    Alexandria, VA
  • 05/2021 → 08/2021
    Madison Avenue Securities, Llc
    Alexandria, VA
  • 03/2024 → 08/2024
    Lee, Sipe & Associates
    Rockville, MD
  • 08/2018 → 05/2022
    James Madison University
    Harrisonburg, VA
  • 10/2024 → Present
    Spire Securities
    Mclean, VA
  • 10/2024 → Present
    Spire Wealth Management
    Mclean, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-30
  • S66 Uniform Combined State Law Examination
    2024-07-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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