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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 1b 10b

SPIRE WEALTH MANAGEMENT, LLC

CRD 113908

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3cbb8e39-00c9-b7d1-c70a-598cb598c5e9

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 202
Dated events: 40
On other graphs: 0
Observed: Mar 30, 2012 to Jun 30, 2026
55 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=69.0
Regulatory AUM: $4.5BItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.4B
Private client RAUM: $4.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 67
RAUM per advisor: $67.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 145
Advisory employees: 76
Offices: 47Schedule D 1.F, beyond the principal office
Accounts: 15,272
Individual clients: 6,023
High net worth clients: 128
SEC number: 801-60468
CRD: 113908
Filings on the tape: 55
First filed: Mar 30, 2012
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, VA
Website: barnettfinancialgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 67

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
YOHANNA GORFU	Certified Financial Planner	MCLEAN, VA \| McLean, VA	24	27	n/a	yes
BRENDA PACK BLISK	Certified Financial Planner	MCLEAN, VA \| McLean, VA	24	40	n/a	yes
DAVID LLOYD BLISK	n/a	MCLEAN, VA \| McLean, VA	24	35	n/a	yes
CHRISTOPHER SCOTT AIREY	Certified Financial Planner	MCLEAN, VA \| McLean, VA	23	27	4	yes
LILIANA NILOUFAR MOLINA	Certified Financial Planner	MCLEAN, VA \| McLean, VA	19	32	1	yes
ARASH ZARRABIAN	Chartered Financial Analyst	MCLEAN, VA	18	18	1	yes
CHRISTOPHER PATTERSON	Personal Financial Specialist	MCLEAN, VA \| Potomac, MD	18	18	n/a	yes
PETER THEODORE MICHAELS	n/a	MCLEAN, VA \| Bethesda, MD	17	22	2	yes
NORMAN GERALD BLOOM	n/a	Pittsburgh, PA \| MCLEAN, VA	17	36	n/a	yes
STEVEN MICHAEL DIGREGORIO	n/a	NEWBURGH, NY \| Ormond Beach, FL \| MCLEAN, VA	17	39	1	yes
TRACEY DOUGLAS FRANK	n/a	COLORADO SPRINGS, CO \| MCLEAN, VA	16	36	3	yes
RICHARD ELLER	n/a	MCLEAN, VA \| Naples, FL \| Norwalk, CT	16	40	2	no
JEFFREY PAUL MCCOY	n/a	MCLEAN, VA \| McLean, VA	14	34	1	yes
BHARAT NANDIRAM MULCHANDANI	n/a	MCLEAN, VA \| Potomad, MD	13	28	1	no
ASHLEY SQUILLACE	n/a	Newburgh, NY \| MCLEAN, VA	10	12	n/a	yes
MATTHEW EDWARD GAFFEY	Certified Financial Planner\|Chartered Financial Consultant	McLean, VA \| MCLEAN, VA	10	19	4	yes
DARREN CHRISTOPHER PORT	n/a	MCLEAN, VA \| Madison, WI	9	21	1	yes
MICHAEL DAVID ERBAIO	n/a	MCLEAN, VA \| Fort Lauderdale, FL	8	20	6	yes
Philip James Fluegge	n/a	Utica, MI \| MCLEAN, VA	8	44	3	yes
william cunningham	Certified Financial Planner	MCLEAN, VA \| Mclean, VA	8	19	1	yes
BARBARA LEE DORAN	n/a	New York, NY \| MCLEAN, VA	8	26	3	yes
Sean Rosencrance	Certified Financial Planner	McLean, VA \| MCLEAN, VA	8	13	n/a	yes
JOSEPH PETER COLELL	n/a	MCLEAN, VA \| Upton, MA	8	31	3	yes
Mark Doughty	Certified Financial Planner	Frederick, MD \| MCLEAN, VA	7	23	5	yes
Carmen Dello Iacono	Chartered Financial Analyst	MCLEAN, VA	7	11	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLISK, DAVID, LLOYD	Ceo	Na	yes	03/2010	Jun 30, 2026	Jun 30, 2026
LORD, ROBERT, MICHAEL	Coo	Na	yes	03/2017	Jun 30, 2026	Jun 30, 2026
MALIK, FEISAL, AHMED KHAN	CHIEF COMPLIANCE OFFICER	Na	yes	06/2023	Jun 30, 2026	Jun 30, 2026
SPIRE INVESTMENT PARTNERS, LLC	PARENT FIRM	E	yes	10/2007	Jun 30, 2026	Jun 30, 2026
BLISK, DAVID, LLOYD	MANAGING MEMBER	E	yes	03/2010	Mar 30, 2012	Jun 25, 2024
BRIGHT, JOSHUA, JOSEPH	DIRECTOR OF FINANCE	Na	yes	04/2018	Apr 2, 2018	Jun 25, 2024
ROSS, LAURAMARIE, ELIZABETH	SR. VICE PRESIDENT	Na	yes	09/2020	Mar 10, 2021	Jun 25, 2024
LM SECURITIES LLC	Member	F	no	05/2017	Dec 20, 2017	Jun 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CORBETT ROAD CAPITAL MANAGEMENT, LLC	n/a	Asset manager	$176M	N	yes	n/a
SPIRE INSURANCE AGENCY, LLC	n/a	n/a	n/a	N	yes	n/a
SPIRE SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Mclean	Va	United States	18	yes
Mclean	Va	United States	13	yes
Irvine	CA	United States	7	yes
FT. LAUDERDALE	FL	United States	3	yes
Osprey	FL	United States	3	yes
Newburgh	NY	United States	3	yes
Naples	FL	United States	2	no
Lafayette	La	United States	2	no
Metairie	La	United States	2	yes
Xenia	Oh	United States	2	yes
Pittsburgh	Pa	United States	2	yes
Madison	Wi	United States	2	yes
Norwalk	Ct	United States	1	no
Aurora	IL	United States	1	yes
Bethesda	Md	United States	1	yes
Bethesda	Md	United States	1	yes
Frederick	Md	United States	1	yes
SEVERNA PARK	Md	United States	1	yes
Utica	Mi	United States	1	yes
Clayton	Mo	United States	1	yes
LAS CRUCES	Nm	United States	1	no
Irvington	NY	United States	1	yes
Sidney	Oh	United States	1	yes
Knoxville	Tn	United States	1	yes
Alexandria	Va	United States	1	yes
Charlottesville	Va	United States	1	yes
Reston	Va	United States	1	yes
Richmond	Va	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$4.5B	$4.4B	145	76	47	n/a	n/a
2024	Mar 30, 2025	$4.6B	$4.4B	165	93	47	n/a	n/a
2023	Mar 29, 2024	$4.8B	$4.7B	165	93	47	n/a	n/a
2022	Mar 31, 2023	$3.9B	$3.3B	138	68	45	n/a	n/a
2021	Mar 30, 2022	$4.2B	$3.3B	99	74	39	n/a	n/a
2020	Mar 10, 2021	$4.3B	$2.8B	97	77	36	n/a	n/a
2019	Mar 31, 2020	$3.5B	$3.2B	113	85	36	n/a	n/a
2018	Mar 29, 2019	$3.2B	$2.7B	122	70	39	n/a	n/a
2017	Mar 29, 2018	$3.2B	$3.0B	85	53	30	n/a	n/a
2016	Mar 15, 2017	$1.9B	$1.5B	75	47	n/a	n/a	n/a
2015	Feb 22, 2016	$1.9B	$1.5B	66	39	n/a	n/a	n/a
2014	Mar 27, 2015	$1.5B	$1.1B	54	36	n/a	n/a	n/a
2013	Mar 17, 2014	$1.3B	$952M	66	35	n/a	n/a	n/a
2012	Apr 1, 2013	$993M	$663M	50	28	n/a	n/a	n/a
2011	Mar 30, 2012	$815M	$733M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	9	-6	13.4%	0	2	0	17	26

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.5B	$4.6B	-2.2%	$3.9B	5.2%	145	165	47	47

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VANDERBILT ADVISORY SERVICES	3	Oct 31, 2025	Oct 10, 2025	IRVINE, CA	Team lift out	Ibd to ibd	4.4%
VANDERBILT ADVISORY SERVICES	2	Oct 31, 2025	Oct 10, 2025	MCLEAN, VA	Team lift out	Ibd to ibd	2.9%
NEWEDGE ADVISORS	2	Apr 4, 2024	Apr 5, 2024	LAFAYETTE, LA	Team lift out	Ibd to ibd	2.9%
CENTURION WEALTH MANAGEMENT	3	May 20, 2022	Jun 1, 2022	MCLEAN, VA	Team lift out	Ibd to RIA	4.3%
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC	2	Oct 29, 2021	Nov 1, 2021	MCLEAN, VA	Team lift out	Ibd to new firm	2.6%
INDEPENDENT ADVISOR ALLIANCE, LLC	2	Mar 5, 2020	Mar 12, 2020	CHARLOTTE, NC	Team lift out	Ibd to RIA	3.4%
OSAIC ADVISORY SERVICES, LLC	3	May 14, 2019	May 6, 2019	MCLEAN, VA	Team lift out	Ibd to ibd	4.8%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SECURITIES AMERICA ADVISORS, INC.	2	Jan 9, 2018	Jan 1, 2025	FORT LAUDERDALE, FL	Team lift out	Other	0.1%

Relationships

showing 80 of 202

Affiliated with (3)

→ CORBETT ROAD CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CORBETT ROAD CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← ALMANACK STRATEGIES I, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (76)

← Benjamin Marcus EllerAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← Bethany Paige TiceAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← Kathleen Bianel PenaAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← Christina Marie CunninghamAdvisorregistration: current employment
Mar 9, 2026 to presentfactForm ADV
← BRENT D GRIFFINAdvisorregistration: current employment
Mar 3, 2026 to presentfactForm ADV
← MARIA L SciutoAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← Jeremy Paul ZiembaAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← DENNIS MICHAEL O'BRIENAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← Sean BacksAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← Camilla CarvalhoAdvisorregistration: current employment
Apr 22, 2025 to presentfactForm ADV
← Kanchanee LaepetAdvisorregistration: current employment
Apr 21, 2025 to presentfactForm ADV
← Lauren Joy FeuerAdvisorregistration: current employment
Apr 16, 2025 to presentfactForm ADV
← John BayAdvisorregistration: current employment
Mar 13, 2025 to presentfactForm ADV
← Kyle Thomas VendittiAdvisorregistration: current employment
Jan 30, 2025 to presentfactForm ADV
← Connor BectonAdvisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV
← PHILLIP MICHAEL KRAUSEAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Sean TaboneAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Angelica Lynn OrozcoAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← CHRISTOPHER PATRICK PRATTAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Hallie Swayze MarshallAdvisorregistration: current employment
Apr 24, 2024 to presentfactForm ADV
← Georgia Lauren LordAdvisorregistration: current employment
Mar 4, 2024 to presentfactForm ADV
← Penny Gae FrankAdvisorregistration: current employment
Sep 28, 2023 to presentfactForm ADV
← DAVID LEE KOPPAdvisorregistration: current employment
Jun 23, 2023 to presentfactForm ADV
← Sladana BukalovAdvisorregistration: current employment
Mar 10, 2023 to presentfactForm ADV
← Andrew Daniel BaronAdvisorregistration: current employment
Mar 7, 2022 to presentfactForm ADV
← FRANK THOMAS VANDYAdvisorregistration: current employment
Oct 13, 2021 to presentfactForm ADV
← HENRY DEVRIESAdvisorregistration: current employment
Aug 24, 2021 to presentfactForm ADV
← ALEXI SACCOAdvisorregistration: current employment
Jun 8, 2021 to presentfactForm ADV
← MARCUS LEE MALONEAdvisorregistration: current employment
Jun 3, 2021 to presentfactForm ADV
← MATTHEW M LUDMERAdvisorregistration: current employment
Apr 29, 2021 to presentfactForm ADV
and 46 more

Moved with (1)

→ VANDERBILT ADVISORY SERVICESRegistered adviser4 advisors, team lift out, same day
Oct 31, 2025 to Oct 10, 2025factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 3, 2026
Advisor changed firm
Ronald Joseph Carazo left Spire Wealth Management, Llc for Carazo Wealth Management (registered 2026-09-03)
Form ADVobserved 6 days ago
Occurred
Sep 3, 2026
Advisor changed firm
Charles Austin Carazo left Spire Wealth Management, Llc for Carazo Wealth Management (registered 2026-09-04)
Form ADVobserved 6 days ago
Occurred
May 29, 2026
Advisor changed firm
Emily Donaldson left Spire Wealth Management, Llc for Mml Investors Services, Llc (registered 2026-06-05)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2026
Advisor headcount changed
Spire Wealth Management, Llc reported 36 state-registered advisory representatives, down from 87 (2026-02-12 to 2026-03-26)
Form ADVobserved 6 days ago
-51 IARS
Occurred
Jan 16, 2026
Advisor changed firm
William Russell Lloyd left Spire Wealth Management, Llc for Alexander Capital Wealth Management Llc (registered 2026-01-20)
Form ADVobserved 6 days ago
Occurred
Oct 31, 2025
Team lift-out
4 advisors left Spire Wealth Management, LLC (Mclean, VA) for Vanderbilt Advisory Services on the same day
Form ADVobserved 6 days ago
4 advisors
Occurred
Oct 31, 2025
Team lift-out
3 advisors left Spire Wealth Management, LLC (Irvine, CA) for Vanderbilt Advisory Services on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Oct 31, 2025
Advisor changed firm
Dana Marie Kiley left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)
Form ADVobserved 6 days ago
Occurred
Oct 31, 2025
Advisor changed firm
Michael John Kiley left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)
Form ADVobserved 6 days ago
Occurred
Oct 31, 2025
Advisor changed firm
Cameron Jalbert left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)
Form ADVobserved 6 days ago
Occurred
Oct 31, 2025
Advisor changed firm
Christopher Alan Roberts left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)
Form ADVobserved 6 days ago
Occurred
Oct 31, 2025
Advisor changed firm
Timothy Thomas Drake left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)
Form ADVobserved 6 days ago
Occurred
Sep 16, 2025
Advisor changed firm
David A Madway left Spire Wealth Management, Llc for Lpl Financial Llc (registered 2025-09-17)
Form ADVobserved 6 days ago
Occurred
Jul 16, 2025
Advisor changed firm
Christopher Machens Frederick left Spire Wealth Management, Llc for Vanguard Advisers, Inc. (registered 2025-08-28)
Form ADVobserved 6 days ago
Occurred
May 29, 2025
Advisor changed firm
Zachary John Joiner left Spire Wealth Management, Llc for Mariner (registered 2025-06-03)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2025
Advisor changed firm
James Bernard Scanlon left Spire Wealth Management, Llc for Mutual Advisors, Llc (registered 2025-02-28)
Form ADVobserved 6 days ago
Occurred
Feb 20, 2025
Advisor changed firm
Ryan Michael Kiley left Spire Wealth Management, Llc for Valic Financial Advisors, Inc. (registered 2025-02-18)
Form ADVobserved 6 days ago
Occurred
Feb 3, 2025
Advisor changed firm
Xiaoyong Wang left Spire Wealth Management, Llc for Consolidated Portfolio Review Corp (registered 2025-02-03)
Form ADVobserved 6 days ago
Occurred
Nov 29, 2024
Advisor changed firm
Conal Saturno-Sanjana left Spire Wealth Management, Llc for Edelman Financial Engines (registered 2024-12-18)
Form ADVobserved 6 days ago
Occurred
Oct 15, 2024
Advisor changed firm
Mark Kuniholm left Spire Wealth Management, Llc for Moors & Cabot, Inc (registered 2025-06-23)
Form ADVobserved 6 days ago
Occurred
Oct 15, 2024
Advisor changed firm
Carolyn Kitzel left Spire Wealth Management, Llc for Mariner (registered 2025-05-09)
Form ADVobserved 6 days ago
Occurred
Jul 22, 2024
Advisor changed firm
Bernard Michael Kroll left Spire Wealth Management, Llc for Thompson Siegel & Walmsley Llc (registered 2024-07-23)
Form ADVobserved 6 days ago
Occurred
Jun 12, 2024
Advisor changed firm
Eli Weissman left Spire Wealth Management, Llc for Advocate Wealth, Llc (registered 2024-06-20)
Form ADVobserved 6 days ago
Occurred
Apr 16, 2024
Advisor changed firm
Jan Patrick Lee left Spire Wealth Management, Llc for Packerland Brokerage Services, Inc. (registered 2024-04-15)
Form ADVobserved 6 days ago
Occurred
Apr 4, 2024
Team lift-out
2 advisors left Spire Wealth Management, LLC (Lafayette, LA) for Newedge Advisors on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Apr 4, 2024
Advisor changed firm
Gerald Paul Hebert left Spire Wealth Management, Llc for Newedge Advisors (registered 2024-04-05)
Form ADVobserved 6 days ago
Occurred
Apr 4, 2024
Advisor changed firm
Jason A Habbit left Spire Wealth Management, Llc for Newedge Advisors (registered 2024-04-01)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2024
Advisor changed firm
Chevelle Ss Tuck left Spire Wealth Management, Llc for Ifg Advisory, Llc (registered 2024-09-20)
Form ADVobserved 6 days ago
Occurred
Dec 19, 2023
Control person left
Marie Suzanne Mckeown (Vice President) no longer on Schedule A of Spire Wealth Management, Llc (listed 2023-12-13, absent 2023-12-19)
Form ADVobserved 6 days ago
Occurred
Dec 13, 2023
Advisor changed firm
Scott Hauser Fewin left Spire Wealth Management, Llc for Adhesion Wealth Advisor Solutions (registered 2024-01-31)
Form ADVobserved 6 days ago
Occurred
Oct 16, 2023
Advisor changed firm
Nolen Anthony Howe left Spire Wealth Management, Llc for Edward Jones (registered 2023-10-19)
Form ADVobserved 6 days ago
Occurred
Aug 15, 2023
Control person left
Charles Allen Eickelberg (Director Of Operations) no longer on Schedule A of Spire Wealth Management, Llc (listed 2023-04-02, absent 2023-08-15)
Form ADVobserved 6 days ago
Occurred
Jun 19, 2023
Advisor changed firm
Allen Charles Eickelberg left Spire Wealth Management, Llc for Bogart Wealth, Llc (registered 2025-11-19)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2023
Advisor changed firm
Sonya Lydon Logan left Spire Wealth Management, Llc for Edward Jones (registered 2023-04-06)
Form ADVobserved 6 days ago
Occurred
Mar 3, 2023
Advisor changed firm
Michael Vincent Papa left Spire Wealth Management, Llc for Osaic Advisory Services, Llc (registered 2023-03-03)
Form ADVobserved 6 days ago
Occurred
Dec 20, 2022
Advisor changed firm
Terry James Delhomme left Spire Wealth Management, Llc for Stone Wealth Partners Llc (registered 2022-12-20)
Form ADVobserved 6 days ago
Occurred
Aug 10, 2022
Advisor changed firm
Wendy Ann Payne left Spire Wealth Management, Llc for Centurion Wealth Management (registered 2022-08-10)
Form ADVobserved 6 days ago
Occurred
Jul 7, 2022
Advisor changed firm
David Bogonovich left Spire Wealth Management, Llc for Centurion Wealth Management (registered 2022-07-07)
Form ADVobserved 6 days ago
Occurred
Jun 1, 2022
Advisor changed firm
Marc Andrew Aguilar left Spire Wealth Management, Llc for Centurion Wealth Management (registered 2022-06-01)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2023
Spire Wealth Management, Llc reported 45 offices beyond its principal office, up from 39 (2022-07-18 to 2023-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3cbb8e39-00c9-b7d1-c70a-598cb598c5e9
First observed: Mar 30, 2012
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SPIRE WEALTH MANAGEMENT, LLC

CRD 113908

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3cbb8e39-00c9-b7d1-c70a-598cb598c5e9

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:16 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

YOHANNA GORFU

Certified Financial Planner

MCLEAN, VA | McLean, VA

n/a

yes

BRENDA PACK BLISK

Certified Financial Planner

MCLEAN, VA | McLean, VA

n/a

yes

DAVID LLOYD BLISK

n/a

MCLEAN, VA | McLean, VA

n/a

yes

CHRISTOPHER SCOTT AIREY

Certified Financial Planner

MCLEAN, VA | McLean, VA

yes

LILIANA NILOUFAR MOLINA

Certified Financial Planner

MCLEAN, VA | McLean, VA

yes

ARASH ZARRABIAN

Chartered Financial Analyst

MCLEAN, VA

yes

CHRISTOPHER PATTERSON

Personal Financial Specialist

MCLEAN, VA | Potomac, MD

n/a

yes

PETER THEODORE MICHAELS

n/a

MCLEAN, VA | Bethesda, MD

yes

NORMAN GERALD BLOOM

n/a

Pittsburgh, PA | MCLEAN, VA

n/a

yes

STEVEN MICHAEL DIGREGORIO

n/a

NEWBURGH, NY | Ormond Beach, FL | MCLEAN, VA

yes

TRACEY DOUGLAS FRANK

n/a

COLORADO SPRINGS, CO | MCLEAN, VA

yes

RICHARD ELLER

n/a

MCLEAN, VA | Naples, FL | Norwalk, CT

JEFFREY PAUL MCCOY

n/a

MCLEAN, VA | McLean, VA

yes

BHARAT NANDIRAM MULCHANDANI

n/a

MCLEAN, VA | Potomad, MD

ASHLEY SQUILLACE

n/a

Newburgh, NY | MCLEAN, VA

n/a

yes

MATTHEW EDWARD GAFFEY

Certified Financial Planner|Chartered Financial Consultant

McLean, VA | MCLEAN, VA

yes

DARREN CHRISTOPHER PORT

n/a

MCLEAN, VA | Madison, WI

yes

MICHAEL DAVID ERBAIO

n/a

MCLEAN, VA | Fort Lauderdale, FL

yes

Philip James Fluegge

n/a

Utica, MI | MCLEAN, VA

yes

william cunningham

Certified Financial Planner

MCLEAN, VA | Mclean, VA

yes

BARBARA LEE DORAN

n/a

New York, NY | MCLEAN, VA

yes

Sean Rosencrance

Certified Financial Planner

McLean, VA | MCLEAN, VA

n/a

yes

JOSEPH PETER COLELL

n/a

MCLEAN, VA | Upton, MA

yes

Mark Doughty

Certified Financial Planner

Frederick, MD | MCLEAN, VA

yes

Carmen Dello Iacono

Chartered Financial Analyst

MCLEAN, VA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLISK, DAVID, LLOYD

Ceo

yes

03/2010

Jun 30, 2026

LORD, ROBERT, MICHAEL

Coo

yes

03/2017

Jun 30, 2026

MALIK, FEISAL, AHMED KHAN

CHIEF COMPLIANCE OFFICER

yes

06/2023

Jun 30, 2026

SPIRE INVESTMENT PARTNERS, LLC

PARENT FIRM

yes

10/2007

Jun 30, 2026

BLISK, DAVID, LLOYD

MANAGING MEMBER

yes

03/2010

Mar 30, 2012

Jun 25, 2024

BRIGHT, JOSHUA, JOSEPH

DIRECTOR OF FINANCE

yes

04/2018

Apr 2, 2018

Jun 25, 2024

ROSS, LAURAMARIE, ELIZABETH

SR. VICE PRESIDENT

yes

09/2020

Mar 10, 2021

Jun 25, 2024

LM SECURITIES LLC

Member

05/2017

Dec 20, 2017

Jun 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CORBETT ROAD CAPITAL MANAGEMENT, LLC

n/a

Asset manager

$176M

yes

n/a

SPIRE INSURANCE AGENCY, LLC

n/a

yes

n/a

SPIRE SECURITIES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Mclean

United States

yes

Mclean

United States

yes

Irvine

United States

yes

FT. LAUDERDALE

United States

yes

Osprey

United States

yes

Newburgh

United States

yes

Naples

United States

Lafayette

United States

Metairie

United States

yes

Xenia

United States

yes

Pittsburgh

United States

yes

Madison

United States

yes

Norwalk

United States

Aurora

United States

yes

Bethesda

United States

yes

Bethesda

United States

yes

Frederick

United States

yes

SEVERNA PARK

United States

yes

Utica

United States

yes

Clayton

United States

yes

LAS CRUCES

United States

Irvington

United States

yes

Sidney

United States

yes

Knoxville

United States

yes

Alexandria

United States

yes

Charlottesville

United States

yes

Reston

United States

yes

Richmond

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$4.5B

$4.4B

145

n/a

2024

Mar 30, 2025

$4.6B

$4.4B

165

n/a

2023

Mar 29, 2024

$4.8B

$4.7B

165

n/a

2022

Mar 31, 2023

$3.9B

$3.3B

138

n/a

2021

Mar 30, 2022

$4.2B

$3.3B

n/a

2020

Mar 10, 2021

$4.3B

$2.8B

n/a

2019

Mar 31, 2020

$3.5B

$3.2B

113

n/a

2018

Mar 29, 2019

$3.2B

$2.7B

122

n/a

2017

Mar 29, 2018

$3.2B

$3.0B

n/a

2016

Mar 15, 2017

$1.9B

$1.5B

n/a

2015

Feb 22, 2016

$1.9B

$1.5B

n/a

2014

Mar 27, 2015

$1.5B

$1.1B

n/a

2013

Mar 17, 2014

$1.3B

$952M

n/a

2012

Apr 1, 2013

$993M

$663M

n/a

2011

Mar 30, 2012

$815M

$733M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-6

13.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.5B

$4.6B

-2.2%

$3.9B

5.2%

145

165

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VANDERBILT ADVISORY SERVICES

Oct 31, 2025

Oct 10, 2025

IRVINE, CA

Team lift out

Ibd to ibd

4.4%

VANDERBILT ADVISORY SERVICES

Oct 31, 2025

Oct 10, 2025

MCLEAN, VA

Team lift out

Ibd to ibd

2.9%

NEWEDGE ADVISORS

Apr 4, 2024

Apr 5, 2024

LAFAYETTE, LA

Team lift out

Ibd to ibd

2.9%

CENTURION WEALTH MANAGEMENT

May 20, 2022

Jun 1, 2022

MCLEAN, VA

Team lift out

Ibd to RIA

4.3%

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

Oct 29, 2021

Nov 1, 2021

MCLEAN, VA

Team lift out

Ibd to new firm

2.6%

INDEPENDENT ADVISOR ALLIANCE, LLC

Mar 5, 2020

Mar 12, 2020

CHARLOTTE, NC

Team lift out

Ibd to RIA

3.4%

OSAIC ADVISORY SERVICES, LLC

May 14, 2019

May 6, 2019

MCLEAN, VA

Team lift out

Ibd to ibd

4.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SECURITIES AMERICA ADVISORS, INC.

Jan 9, 2018

Jan 1, 2025

FORT LAUDERDALE, FL

Team lift out

Other

0.1%