The SPIRE WEALTH MANAGEMENT is a privately held investment adviser that advises $4.69Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SPIRE WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 7.23% over the last 5-years.
The Group has been registered with the SEC for 24.97 years and is comprised of 2 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 7901 JONES BRANCH DR. SUITE 800, MCLEAN, VIRGINIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 150 employees comprised of 79 investment and 71 non-investment staff. The total number of Employees increased by 47.06% over the last 5-years.
Their $4.69Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 231 other accounts. Assets of Individuals clients own $3.04Bn or 64.72% of Total Assets and High Net Worth Individuals own $1.29Bn or 27.52% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
SPIRE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.