DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Spire Wealth Management, LLC
Latest filing Jun 30, 2026
First filing on the tape Mar 30, 2012 · 55 filings
SEC status approved since Aug 17, 2001
RAUM
$4.5B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
96%
$4.3B individuals and HNW
Advisors
67
registered through the firm on IAPD
RAUM per advisor
$67.4M
derived; firm RAUM over IAPD count
Employees
145
76 advisory (5.B.1)
Offices
47
beyond the principal office
Private funds
0
reported on Schedule D
History
55 filings and snapshots on the tape
RAUM$4.5B as of Jun 30, 2026
Mar 30, 2012$815M then
HNW client RAUM$1.3B as of Jun 30, 2026
Mar 29, 2018$2.1B then
State-registered IARs (5.B.3)36 as of Jun 30, 2026
Apr 1, 201345 then
Employees (5.A)145 as of Jun 30, 2026
Apr 1, 201350 then
Private funds: no history
RAUM -2.2% over the last fiscal year+5.2% a year over threeIARs 87 to 36
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $67.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 92derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $10.1MderivedHNW RAUM over HNW clients
- Average account
- $295,563derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.2derivedItem 5.A over advisors
- Advisors per office
- 1.4derived48 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- -59%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -33%derived
- Compensation
- percentage of assets, hourly, fixed fees, subscriptionreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$3.0B67%
- High-net-worth individuals$1.3B29%
- Corporations and businesses$168M3.7%
- Charitable organizations$20.0M0.4%
- Individual clients
- 6,023reported
- HNW clients
- 128reported
- Pension plan clients
- 0reported
- Charitable clients
- 44reported
- Accounts
- 15,272reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=69.0derived
Advisors registered through the firm
67 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Yohanna GorfuCertified Financial Planner | Mclean, Va | Dec 6, 2001 | 27 y | 0 |
| Brenda Pack BliskCertified Financial Planner | Mclean, Va | Jan 14, 2002 | 40 y | 0 |
| David Lloyd Blisk | Mclean, Va | Jan 14, 2002 | 35 y | 0 |
| Christopher Scott AireyCertified Financial Planner | Mclean, Va | Aug 28, 2003 | 27 y | 4 |
| Liliana Niloufar MolinaCertified Financial Planner | Mclean, Va | Aug 17, 2007 | 31 y | 1 |
| Arash ZarrabianChartered Financial Analyst | Mclean, Va | Jan 23, 2008 | 18 y | 1 |
| Christopher PattersonPersonal Financial Specialist | Mclean, Va | Apr 2, 2008 | 18 y | 0 |
| Peter Theodore Michaels | Mclean, Va | Nov 20, 2008 | 22 y | 2 |
| Norman Gerald Bloom | Pittsburgh, Pa | May 6, 2009 | 36 y | 0 |
| Steven Michael Digregorio | Newburgh, Ny | Sep 8, 2009 | 39 y | 1 |
| Tracey Douglas Frank | Colorado Springs, Co | Oct 14, 2009 | 36 y | 3 |
| Richard Eller | Mclean, Va | Feb 11, 2010 | 40 y | 2 |
| Jeffrey Paul Mccoy | Mclean, Va | Jan 12, 2012 | 34 y | 1 |
| Bharat Nandiram Mulchandani | Mclean, Va | Nov 30, 2012 | 28 y | 1 |
| Ashley Squillace | Newburgh, Ny | Jan 27, 2016 | 12 y | 0 |
| Matthew Edward GaffeyCertified Financial Planner, Chartered Financial Consultant | Mclean, Va | Jul 18, 2016 | 19 y | 4 |
| Darren Christopher Port | Mclean, Va | Jun 2, 2017 | 21 y | 1 |
| Michael David Erbaio | Mclean, Va | Feb 15, 2018 | 20 y | 6 |
| Philip James Fluegge | Utica, Mi | Feb 28, 2018 | 44 y | 3 |
| William CunninghamCertified Financial Planner | Mclean, Va | Mar 15, 2018 | 19 y | 1 |
| Barbara Lee Doran | New York, Ny | Jun 29, 2018 | 26 y | 3 |
| Sean RosencranceCertified Financial Planner | Mclean, Va | Jul 27, 2018 | 13 y | 0 |
| Joseph Peter Colell | Mclean, Va | Sep 21, 2018 | 31 y | 3 |
| Mark DoughtyCertified Financial Planner | Frederick, Md | Oct 25, 2018 | 23 y | 5 |
| Carmen Dello IaconoChartered Financial Analyst | Mclean, Va | Nov 29, 2018 | 11 y | 1 |
| Stephen Nicholas Receski | Mclean, Va | Dec 4, 2018 | 32 y | 3 |
| David A Speranza | Newburgh, Ny | Mar 17, 2019 | 25 y | 1 |
| Tobia Jacqueline Pierce | Mclean, Va | Aug 21, 2019 | 11 y | 0 |
| David Albert Urovsky | Mclean, Va | Aug 28, 2019 | 38 y | 6 |
| Robert John Ferris | Mclean, Va | Nov 1, 2019 | 19 y | 1 |
| Edward Spalding Kapfhammer | Mclean, Va | Dec 6, 2019 | 16 y | 0 |
| Natalie J Gosselin | Bethesda, Md | Mar 10, 2020 | 18 y | 3 |
| David T Canham | Mclean, Va | Jul 14, 2020 | 30 y | 3 |
| David John Levorchick | Brookville, Oh | Aug 21, 2020 | 20 y | 3 |
| Midhat QuadriChartered Financial Analyst | Mclean, Va | Sep 14, 2020 | 18 y | 1 |
| Feisal Ahmed Khan Malik | Mclean, Va | Nov 20, 2020 | 35 y | 2 |
| Howard Jay Barnett | Mclean, Va | Jan 4, 2021 | 34 y | 2 |
| Matthew M Ludmer | Irvington, Ny | Apr 29, 2021 | 38 y | 0 |
| Marcus Lee Malone | Mclean, Va | Jun 3, 2021 | 13 y | 0 |
| Alexi Sacco | Medway, Ma | Jun 8, 2021 | 13 y | 2 |
Advisor movement
9 left, 3 joined in 12 months
net -6 in 12 months2 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount26 left over 36 months
Left, latest
- Ronald Joseph Carazo to Carazo Wealth ManagementSep 3, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Charles Austin Carazo to Carazo Wealth ManagementSep 3, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Emily Donaldson to MML Investors Services, LLCMay 29, 2026 · Affiliated broker-dealer or bank to another
- William Russell Lloyd to Alexander Capital Wealth Management LLCJan 16, 2026 · Affiliated broker-dealer or bank to independent RIA
- Dana Marie Kiley to Vanderbilt Advisory ServicesOct 31, 2025 · Affiliated broker-dealer or bank to another
- Christopher Alan Roberts to Vanderbilt Advisory ServicesOct 31, 2025 · Affiliated broker-dealer or bank to another
- Timothy Thomas Drake to Vanderbilt Advisory ServicesOct 31, 2025 · Affiliated broker-dealer or bank to another
- Michael John Kiley to Vanderbilt Advisory ServicesOct 31, 2025 · Affiliated broker-dealer or bank to another
- Cameron Jalbert to Vanderbilt Advisory ServicesOct 31, 2025 · Affiliated broker-dealer or bank to another
- David A Madway to LPL Financial LLCSep 16, 2025 · Affiliated broker-dealer or bank to another
- Christopher Machens Frederick to Vanguard Advisers, Inc.Jul 16, 2025 · Affiliated broker-dealer or bank to another
- Zachary John Joiner to MarinerMay 29, 2025 · Affiliated broker-dealer or bank to another
- James Bernard Scanlon to Mutual Advisors, LLCFeb 28, 2025 · Affiliated broker-dealer or bank to another
- Ryan Michael Kiley to Valic Financial Advisors, Inc.Feb 20, 2025 · Affiliated broker-dealer or bank to another
- Xiaoyong Wang to Consolidated Portfolio Review CorpFeb 3, 2025 · Affiliated broker-dealer or bank to independent RIA
Joined, latest
- Bethany Paige Tice from Rockefeller Capital ManagementMay 12, 2026 · Affiliated broker-dealer or bank to another
- Brent D Griffin from Edward JonesMar 3, 2026 · Affiliated broker-dealer or bank to another
- Sean Backs from Fisher InvestmentsOct 14, 2025 · RIA to affiliated broker-dealer or bank
- Camilla Carvalho from Ameriprise Financial Services, LLCApr 22, 2025 · Affiliated broker-dealer or bank to another
- Lauren Joy Feuer from Thirtynorth Investments, LLCApr 16, 2025 · RIA to affiliated broker-dealer or bank
- John Bay from M3 Advisory Group, LLCMar 13, 2025 · RIA to affiliated broker-dealer or bank
- Kyle Thomas Venditti from The Marshall Financial Group LLCJan 30, 2025 · RIA to affiliated broker-dealer or bank
- Phillip Michael Krause from Securities America Advisors, Inc.Jan 1, 2025 · Other
- Angelica Lynn Orozco from Morgan StanleyJan 1, 2025 · Wirehouse to affiliated broker-dealer or bank
- Sean Tabone from Fidelity Personal And Workplace AdvisorsJan 1, 2025 · Affiliated broker-dealer or bank to another
- Emily Donaldson from Rfg Advisory, LLCAug 26, 2024 · RIA to affiliated broker-dealer or bank
- Ryan Michael Kiley from Cupbearer Financial ServicesAug 1, 2024 · Other
- Hallie Swayze Marshall from Prosperity Capital AdvisorsApr 24, 2024 · RIA to affiliated broker-dealer or bank
- Georgia Lauren Lord from Oppenheimer & Co. Inc.Mar 4, 2024 · Affiliated broker-dealer or bank to another
- Conal Saturno-Sanjana from Grove Point Advisors, LLCSep 28, 2023 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Vanderbilt Advisory ServicesOct 31, 2025 · Irvine, Ca
- 2 left for Vanderbilt Advisory ServicesOct 31, 2025 · Mclean, Va
- 2 left for Newedge AdvisorsApr 4, 2024 · Lafayette, La
- 3 left for Centurion Wealth ManagementMay 20, 2022 · Mclean, Va
- 2 left for Schrum Private Wealth Management, LLCOct 29, 2021 · Mclean, Va
- 2 left for Independent Advisor Alliance, LLCMar 5, 2020 · Charlotte, Nc
- 3 left for Osaic Advisory Services, LLCMay 14, 2019 · Mclean, Va
- 2 joined from Securities America Advisors, Inc.Jan 9, 2018 · Fort Lauderdale, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lloyd David Blisk · Ceocontrolsince 03/2010 · owns less than 5%
- Joseph Joshua Bright · Director Of Financecontrolsince 04/2018 · owns less than 5%
- Michael Robert Lord · Coocontrolsince 03/2017 · owns less than 5%
- Ahmed Khan Feisal Malik · Chief Compliance Officercontrolsince 06/2023 · owns less than 5%
- Elizabeth Lauramarie Ross · Sr. Vice Presidentcontrolsince 09/2020 · owns less than 5%
- Lloyd David Blisk · Managing Membercontrolsince 03/2010 · owns 75% or more of Spire Investment Partners, LLC
Entity owners
- Spire Investment Partners, LLC · Parent Firmdirect · owns 75% or more
- Lm Securities LLC · Memberindirect · owns F of Spire Investment Partners, LLC
Related persons
Schedule D 7.A
- Corbett Road Capital Management, LLCinvestment advisernRAUM $176M
- Spire Insurance Agency, LLCreal estaten
- Spire Securities, LLCbroker-dealern
Advisers that list Spire Wealth Management, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mclean, Va · principal | 67 | 9 | 3 | 1 | |
| Newburgh, Ny | 4 | 1 | 0 | ||
| Bethesda, Md | 4 | 1 | 0 | ||
| Norwalk, Ct | 3 | 1 | 0 | ||
| Pittsburgh, Pa | 2 | 0 | 0 | ||
| Naples, Fl | 2 | 0 | 0 | ||
| New York, Ny | 2 | 0 | 0 | ||
| Colorado Springs, Co | 2 | 0 | 0 | ||
| Fort Lauderdale, Fl | 2 | 0 | 0 | ||
| Frederick, Md | 2 | 0 | 0 | ||
| Richmond, Va | 1 | 0 | 0 | ||
| Irvine, Ca | 1 | 0 | 3 | 1 | |
| Reston, Va | 0 | 0 | 1 | ||
| Austin, Tx | 0 | 0 | 0 | ||
| Osprey, Fl | 0 | 0 | 0 | ||
| Charlotte, Nc | 0 | 0 | 0 | ||
| Clayton, Mo | 0 | 0 | 0 | ||
| Herndon, Va | 0 | 0 | 0 | ||
| Knoxville, Tn | 0 | 0 | 0 | ||
| Lafayette, La | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Mclean, VA18 employees
- Mclean, VA13 employees
- Irvine, CA7 employees
- Osprey, FL3 employees
- Newburgh, NY3 employees
- Ft. Lauderdale, FL3 employees
- Xenia, OH2 employees
- Pittsburgh, PA2 employees
- Madison, WI2 employees
- Lafayette, LA2 employees
- Naples, FL2 employees
- Metairie, LA2 employees
- Norwalk, CT1 employees
- Reston, VA1 employees
- Richmond, VA1 employees
- Sidney, OH1 employees
- Utica, MI1 employees
- , 1 employees
- Severna Park, MD1 employees
- Bethesda, MD1 employees
- Alexandria, VA1 employees
- Aurora, IL1 employees
- Bethesda, MD1 employees
- Charlottesville, VA1 employees
- Clayton, MO1 employees
ADV anomalies
7 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing Jun 30, 2026RAUM per registered advisor of $67,370,664 against a peer median of $19,476,535 (56 comparable advisers, 100.0th percentile, 5.0 robust deviations)peers: affiliated wealth managers, $1B to $5B (56) · 100% percentile
- control person changedChange between filings · filing Jun 30, 2026BRIGHT, JOSHUA, JOSEPH (DIRECTOR OF FINANCE) left Schedule A between the filings of 2023-08-15 and 2026-06-30peers: affiliated wealth managers, $1B to $5B (56)
- compensation changedChange between filings · filing Jun 30, 2026subscription fees (Item 5.E.3): no on the filing of 2026-03-26, yes on the filing of 2026-06-30peers: affiliated wealth managers, $1B to $5B (56)
- control person changedChange between filings · filing Jun 30, 2026ROSS, LAURAMARIE, ELIZABETH (SR. VICE PRESIDENT) left Schedule A between the filings of 2023-08-15 and 2026-06-30peers: affiliated wealth managers, $1B to $5B (56)
- clients down average size upCombination · filing Mar 26, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $4,617,171,037 to $4,513,834,512, advisors 87 to 36, private clients 9168 to 6151, offices 47 to 47 (2025-03-30 to 2026-03-26)peers: affiliated wealth managers, $1B to $5B (56)
- advisors down RAUM stableCombination · filing Mar 26, 2026the advisor count fell 25 percent or more while RAUM stayed within 5 percent: people left without assets leaving (assets retained, or advisors were support staff). RAUM $4,617,171,037 to $4,513,834,512, advisors 87 to 36, private clients 9168 to 6151, offices 47 to 47 (2025-03-30 to 2026-03-26)peers: affiliated wealth managers, $1B to $5B (56)
- advisor count dropChange between filings · filing Mar 26, 2026advisory representatives (Item 5.B.3) moved from 87.0 to 36.0 (-59.0%) between the annual amendments of 2025-03-30 and 2026-03-26; the peer median change was 0.0% (50 comparable advisers, 2.0th percentile of changes)peers: affiliated wealth managers, $1B to $5B (50) · 2.0% percentile
What changed
consecutive filings, newest first
- Accounts · 15,808 to 15,272Feb 12, 2026 to Mar 26, 2026
- Advisory employees · 93 to 76Feb 12, 2026 to Mar 26, 2026
- BD registered reps · 84 to 69Feb 12, 2026 to Mar 26, 2026
- Charity clients · 39 to 44Feb 12, 2026 to Mar 26, 2026
- Corporate clients · 282 to 184Feb 12, 2026 to Mar 26, 2026
- HNW clients · 53 to 128Feb 12, 2026 to Mar 26, 2026
- Individual clients · 9,115 to 6,023Feb 12, 2026 to Mar 26, 2026
- Assets in custody · 4408528760.0 to unsetFeb 12, 2026 to Mar 26, 2026
- Custody of client assets · true to falseFeb 12, 2026 to Mar 26, 2026
- Employees · 165 to 145Feb 12, 2026 to Mar 26, 2026
- Insurance-licensed employees · 4 to 1Feb 12, 2026 to Mar 26, 2026
- Financial planning clients · 26-50 to 11-25Feb 12, 2026 to Mar 26, 2026
- State-registered IARs · 87 to 36Feb 12, 2026 to Mar 26, 2026
- Discretionary RAUM · $4.4B to $4.4BFeb 12, 2026 to Mar 26, 2026
- HNW RAUM · $775M to $1.3BFeb 12, 2026 to Mar 26, 2026
- Individual RAUM · $3.6B to $3.0BFeb 12, 2026 to Mar 26, 2026
- Non-discretionary RAUM · $209M to $159MFeb 12, 2026 to Mar 26, 2026
- RAUM · $4.6B to $4.5BFeb 12, 2026 to Mar 26, 2026
- Accounts · 15,951 to 15,808Jun 25, 2024 to Mar 30, 2025
- Charity clients · 38 to 39Jun 25, 2024 to Mar 30, 2025
- Corporate clients · 296 to 282Jun 25, 2024 to Mar 30, 2025
- HNW clients · 59 to 53Jun 25, 2024 to Mar 30, 2025
- Individual clients · 10,187 to 9,115Jun 25, 2024 to Mar 30, 2025
- Assets in custody · $452M to $4.4BJun 25, 2024 to Mar 30, 2025
- Financial planning clients · 26-50 to 26-50Jun 25, 2024 to Mar 30, 2025
- Discretionary RAUM · $4.7B to $4.4BJun 25, 2024 to Mar 30, 2025
- HNW RAUM · $37.2M to $775MJun 25, 2024 to Mar 30, 2025
- Individual RAUM · $4.5B to $3.6BJun 25, 2024 to Mar 30, 2025
- Non-discretionary RAUM · $100M to $209MJun 25, 2024 to Mar 30, 2025
- RAUM · $4.8B to $4.6BJun 25, 2024 to Mar 30, 2025
- Accounts · 14,882 to 15,951Dec 19, 2023 to Mar 29, 2024
- Advisory employees · 68 to 93Dec 19, 2023 to Mar 29, 2024
- Advisory activities · 4 to 5Dec 19, 2023 to Mar 29, 2024
- BD registered reps · 87 to 84Dec 19, 2023 to Mar 29, 2024
- Charity clients · 35 to 38Dec 19, 2023 to Mar 29, 2024
- Corporate clients · 277 to 296Dec 19, 2023 to Mar 29, 2024
- Individual clients · 9,150 to 10,187Dec 19, 2023 to Mar 29, 2024
- Employees · 138 to 165Dec 19, 2023 to Mar 29, 2024
- Financial planning clients · 11-25 to 26-50Dec 19, 2023 to Mar 29, 2024
- State-registered IARs · 83 to 87Dec 19, 2023 to Mar 29, 2024
Signals
54 dated events
- Charles Austin Carazo left Spire Wealth Management, Llc for Carazo Wealth Management (registered 2026-09-04)Sep 3, 2026 · Advisor changed firm · fact
- Ronald Joseph Carazo left Spire Wealth Management, Llc for Carazo Wealth Management (registered 2026-09-03)Sep 3, 2026 · Advisor changed firm · fact
- Emily Donaldson left Spire Wealth Management, Llc for Mml Investors Services, Llc (registered 2026-06-05)May 29, 2026 · Advisor changed firm · fact
- Spire Wealth Management, Llc reported 36 state-registered advisory representatives, down from 87 (2026-02-12 to 2026-03-26)Mar 26, 2026 · Advisor headcount change · derived
- William Russell Lloyd left Spire Wealth Management, Llc for Alexander Capital Wealth Management Llc (registered 2026-01-20)Jan 16, 2026 · Advisor changed firm · fact
- Timothy Thomas Drake left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)Oct 31, 2025 · Advisor changed firm · fact
- Cameron Jalbert left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)Oct 31, 2025 · Advisor changed firm · fact
- Dana Marie Kiley left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)Oct 31, 2025 · Advisor changed firm · fact
- Michael John Kiley left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)Oct 31, 2025 · Advisor changed firm · fact
- Christopher Alan Roberts left Spire Wealth Management, Llc for Vanderbilt Advisory Services (registered 2025-10-10)Oct 31, 2025 · Advisor changed firm · fact
- 4 advisors left Spire Wealth Management, LLC (Mclean, VA) for Vanderbilt Advisory Services on the same dayOct 31, 2025 · Team lift-out · derived
- 3 advisors left Spire Wealth Management, LLC (Irvine, CA) for Vanderbilt Advisory Services on the same dayOct 31, 2025 · Team lift-out · derived
- David A Madway left Spire Wealth Management, Llc for Lpl Financial Llc (registered 2025-09-17)Sep 16, 2025 · Advisor changed firm · fact
- Christopher Machens Frederick left Spire Wealth Management, Llc for Vanguard Advisers, Inc. (registered 2025-08-28)Jul 16, 2025 · Advisor changed firm · fact
- Zachary John Joiner left Spire Wealth Management, Llc for Mariner (registered 2025-06-03)May 29, 2025 · Advisor changed firm · fact
- James Bernard Scanlon left Spire Wealth Management, Llc for Mutual Advisors, Llc (registered 2025-02-28)Feb 28, 2025 · Advisor changed firm · fact
- Ryan Michael Kiley left Spire Wealth Management, Llc for Valic Financial Advisors, Inc. (registered 2025-02-18)Feb 20, 2025 · Advisor changed firm · fact
- Xiaoyong Wang left Spire Wealth Management, Llc for Consolidated Portfolio Review Corp (registered 2025-02-03)Feb 3, 2025 · Advisor changed firm · fact
- Conal Saturno-Sanjana left Spire Wealth Management, Llc for Edelman Financial Engines (registered 2024-12-18)Nov 29, 2024 · Advisor changed firm · fact
- Carolyn Kitzel left Spire Wealth Management, Llc for Mariner (registered 2025-05-09)Oct 15, 2024 · Advisor changed firm · fact
- Mark Kuniholm left Spire Wealth Management, Llc for Moors & Cabot, Inc (registered 2025-06-23)Oct 15, 2024 · Advisor changed firm · fact
- Bernard Michael Kroll left Spire Wealth Management, Llc for Thompson Siegel & Walmsley Llc (registered 2024-07-23)Jul 22, 2024 · Advisor changed firm · fact
- Eli Weissman left Spire Wealth Management, Llc for Advocate Wealth, Llc (registered 2024-06-20)Jun 12, 2024 · Advisor changed firm · fact
- Jan Patrick Lee left Spire Wealth Management, Llc for Packerland Brokerage Services, Inc. (registered 2024-04-15)Apr 16, 2024 · Advisor changed firm · fact
- Gerald Paul Hebert left Spire Wealth Management, Llc for Newedge Advisors (registered 2024-04-05)Apr 4, 2024 · Advisor changed firm · fact
- Jason A Habbit left Spire Wealth Management, Llc for Newedge Advisors (registered 2024-04-01)Apr 4, 2024 · Advisor changed firm · fact
- 2 advisors left Spire Wealth Management, LLC (Lafayette, LA) for Newedge Advisors on the same dayApr 4, 2024 · Team lift-out · derived
- Chevelle Ss Tuck left Spire Wealth Management, Llc for Ifg Advisory, Llc (registered 2024-09-20)Mar 25, 2024 · Advisor changed firm · fact
- Marie Suzanne Mckeown (Vice President) no longer on Schedule A of Spire Wealth Management, Llc (listed 2023-12-13, absent 2023-12-19)Dec 19, 2023 · Control person left · inference
- Scott Hauser Fewin left Spire Wealth Management, Llc for Adhesion Wealth Advisor Solutions (registered 2024-01-31)Dec 13, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 703-262-3458reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 703-748-5828reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 703-745-0232reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- spirewealthadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 703-657-6060reportedpublic record, Form ADV, Jun 30, 2026
- Contact form
- spirewealthadvisors.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- spirewealthadvisors.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $67.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026