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Spire Wealth Management, LLC

● SEC registered since 2001CRD 113908SEC# 801-60468McLean, VA
Export (members)
Reg. AUM
$4.62B
Employees
165
Accounts
15,808
Location
McLean, VA

Spire Wealth Management, LLC assets under management

Spire Wealth Management, LLC is an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2001. It reports $4.6 billion in regulatory assets under management and employs 165 people.
www.barnettfinancialgroup.comView on SEC.gov ↗

Spire Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
David Lloyd Blisk ControlCeoUnder 5%2010
Feisal Ahmed Khan Malik ControlChief Compliance OfficerUnder 5%2023
Lauramarie Elizabeth Ross ControlChief Strategy OfficerUnder 5%2025
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Frequently asked questions

How much does Spire Wealth Management, LLC manage?

Spire Wealth Management, LLC reports $4.6 billion in regulatory assets under management on its Form ADV.

How many employees does Spire Wealth Management, LLC have?

Spire Wealth Management, LLC reports 165 employees.

Where is Spire Wealth Management, LLC located?

Spire Wealth Management, LLC is based in McLean, VA and has been SEC-registered since 2001.

Does Spire Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address7901 Jones Branch Dr., Suite 810, McLean, VA 22102
Phone703-657-6060
Fax703-748-1372
Office hours8:30a.m. - 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$4.41B
Non-discretionary$208.6M
Total (RAUM)$4.62B