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Spire Wealth Management, LLC CRD 113908
$4.51B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-05-08 |
| VA | RA | APPROVED | 2002-01-14 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
7901 Jones Branch Drive Suite 800, Mclean, VA 22102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Wealth Management, Llc | Mclean | VA | 02/1997 | Present |
| Spire Securities, Llc | Mclean | VA | 08/2007 | Present |
Owner and CEO of Spire Investment Partners since 2010 (parent company of Spire Securities, Spire Insurance Agency and Spire Wealth Management). IAR of Spire Wealth, Insurance agent for Spire Insurance Co. Sept 2022 Manager of DBMC, LLC - LLC established for consulting services. Position is VP & Secretary. Private investment into LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-25 |
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