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Spahn Wealth & Retirement LLC

● SEC registered since 2022CRD 285932SEC# 801-125766Scottsdale, AZ
Export (members)
Reg. AUM
$167.4M
Employees
2
Accounts
271
Location
Scottsdale, AZ

Spahn Wealth & Retirement LLC assets under management

Spahn Wealth & Retirement LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2022. It reports $167.4 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/kyle-r-spahn-cfp%c2%ae-8b61b260View on SEC.gov ↗

Spahn Wealth & Retirement LLC owners & executives

1 reported
NameTitleOwnershipSince
Kyle Robert Spahn ControlManaging Member, Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Spahn Wealth & Retirement LLC manage?

Spahn Wealth & Retirement LLC reports $167.4 million in regulatory assets under management on its Form ADV.

How many employees does Spahn Wealth & Retirement LLC have?

Spahn Wealth & Retirement LLC reports 2 employees.

Where is Spahn Wealth & Retirement LLC located?

Spahn Wealth & Retirement LLC is based in Scottsdale, AZ and has been SEC-registered since 2022.

Does Spahn Wealth & Retirement LLC disclose fund performance?

Spahn Wealth & Retirement LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4310 North 75th Street, Scottsdale, AZ 85251
Phone602-730-6114
Fax602-603-9903
Office hours8 a.m. - 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1949033
Discloses disciplinary historyNo

Assets under management

Discretionary$167.4M
Non-discretionary$0
Total (RAUM)$167.4M