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Spyrnal Wealth Management, LLC

● SEC registered since 2024CRD 299957SEC# 801-129269Bokeelia, FL
Export (members)
Reg. AUM
$117.9M
Employees
4
Accounts
384
Location
Bokeelia, FL

Spyrnal Wealth Management, LLC assets under management

Spyrnal Wealth Management, LLC is an investment advisory firm registered with the SEC based in Bokeelia, FL. The firm has been registered since 2024. It reports $117.9 million in regulatory assets under management and employs 4 people.

Spyrnal Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Chad Patrick Michaels ControlManaging MemberOver 75%2022
Timothy James Spyrnal ControlIar And Chief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Spyrnal Wealth Management, LLC manage?

Spyrnal Wealth Management, LLC reports $117.9 million in regulatory assets under management on its Form ADV.

How many employees does Spyrnal Wealth Management, LLC have?

Spyrnal Wealth Management, LLC reports 4 employees.

Where is Spyrnal Wealth Management, LLC located?

Spyrnal Wealth Management, LLC is based in Bokeelia, FL and has been SEC-registered since 2024.

Does Spyrnal Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address5524 Avenue a, Bokeelia, FL 33922
Phone239.282.2835
Office hours8:30 a.m. - 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.3M
Non-discretionary$3.6M
Total (RAUM)$117.9M