Spire Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 26, 2026, reports $4.5B in regulatory assets under management, 145 employees, 47 offices, and 15,272 accounts.
Assets Under Management
$4.5B
Employees
145
Offices
47 offices
Total Clients
6,379
Primary office
MCLEAN, VA
7901 JONES BRANCH DR., SUITE 800, MCLEAN, VA, United States
Top client segmentIndividuals represent 94.4% of total clients.
Top client categories% of clientsClients
1
Individuals
94.4%
6,023
2
Corporations
2.9%
184
3
HNWI
2.0%
128
4
Charitable
0.7%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.5Bas of March 26, 2026
Discretionary96.5%
$4.4B
96% of total RAUM96.5%
Non-discretionary3.5%
$159M
4% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.5B
Total Accounts15,272
10Y AUM Change+$2.7B (+143.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees145
Clients per Employee44:1
10Y Employee Change+70 (+93.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.