# Spire Wealth Management

Spire Wealth Management is a Bank / Wealth / Trust based in McLean, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** McLean, United States
- **Region:** North America
- **Address:** McLean, VA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** spireip.com
- **LinkedIn:** https://www.linkedin.com/company/spire-investment-partners

## Regulatory record

- **CRD number:** 113908
- **SEC file number:** 801-60468
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113908

## About

Founded in 2001 and headquartered in McLean, Virginia, Spire Wealth Management operates as a registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, corporations, trusts, and retirement plans. The firm's service model combines financial planning, portfolio management, and tax planning under one advisory relationship. Spire's investment posture spans traditional asset classes including equities, fixed income, and mutual funds, deployed through discretionary and non-discretionary managed accounts. The firm constructs portfolios tailored to client-specific objectives, with allocations typically diversified across domestic large-cap equities, investment-grade bonds, and tax-exempt municipal securities where appropriate for client tax profiles. Geographic exposure concentrates on US markets, with portfolio construction reflecting the mid-Atlantic client base the firm serves from its Virginia headquarters. Team size and total assets under management are not publicly disclosed. Spire's structural position as an independent RIA — rather than a wirehouse or bank-affiliated wealth unit — gives it a fiduciary obligation to clients and flexibility in investment selection that large institutionally constrained platforms sometimes lack. For allocators evaluating the RIA channel, this independence is the firm's primary structural differentiator, though the absence of public AUM, team data, or named principals limits deeper institutional due diligence.

## Sectors

- Financial Services

## Questions

### What services does Spire Wealth Management provide?

Spire offers financial planning, discretionary and non-discretionary portfolio management, and tax planning to a client base of individuals, high-net-worth families, corporations, trusts, and retirement plans. The firm operates as a registered investment adviser, which imposes a fiduciary duty to act in clients' best interests when recommending investments or constructing portfolios.

### How is Spire Wealth Management structured as a business?

Spire is an independent registered investment adviser, not a wirehouse or bank-affiliated wealth unit. This independent RIA structure means the firm has no proprietary products to distribute and faces no institutional pressure to cross-sell banking or insurance products, giving it flexibility to select investments based solely on client suitability. The firm does not publicly disclose its ownership structure or named principals.

### Does Spire Wealth Management disclose its assets under management?

No. Spire does not publicly report assets under management as of the latest available records. This is not unusual for smaller, privately held RIAs that are not required to file Form ADV with a public AUM disclosure if they qualify for certain exemptions or simply do not make the figure publicly accessible.

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Last updated: 2026-08-11T02:43:31.692Z

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