# Spicer Wealth Management

Spicer Wealth Management is a RIA based in Beavercreek.

## Overview

- **Organization type:** RIA
- **Headquarters:** Beavercreek
- **Assets under management:** Undisclosed
- **Website:** spicerwealth.com
- **LinkedIn:** https://www.linkedin.com/company/bryon-spicer-a2278958

## Regulatory record

- **CRD number:** 152792
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152792

## About

Spicer Wealth Management creates personalized financial strategies focused on retirement planning and optimization. They are an experienced team of fiduciaries who provide sound financial guidance and have access to the total marketplace to help clients reach their goals. Investment Advisory Services are offered through Spicer Wealth Management, an Ohio Registered Investment Advisor. Insurance services are offered through Seniors Financial Services.

## People

- Bryon K. Spicer — Owner and President

## Questions

### Who runs investment decisions at Spicer Wealth Management?

No named principals or investment decision-makers are identified in public sources. The firm has not disclosed its leadership team.

### What investment stages does Spicer Wealth Management target?

No investment stage preferences have been publicly disclosed by or attributed to the firm.

### Does Spicer Wealth Management participate in fund commitments or only direct deals?

The firm's approach to fund investments versus direct deals has not been reported in any available public source.

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Last updated: 2026-08-11T15:08:11.274Z

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