SPIRE WEALTH MANAGEMENT, LLC
CRD #113908 SEC #801-60468 MCLEAN, VA 703-657-6060
SEC Registered
Total AUM
$4.6B
Discretionary
$4.4B
Employees
165
Clients
26
Accounts
15,808
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.6B | $4.4B | $208.6M | 165 | 80 |
| Jun 2024 | $4.8B | $4.7B | $100.4M | 165 | 80 |
| Mar 2024 | $4.8B | $4.7B | $100.4M | 165 | 80 |
| Dec 2023 | $3.9B | $3.3B | $572.6M | 138 | 80 |
| Dec 2023 | $3.9B | $3.3B | $572.6M | 138 | 80 |
| Oct 2023 | $3.9B | $3.3B | $572.6M | 138 | 80 |
| Aug 2023 | $3.9B | $3.3B | $572.6M | 138 | 80 |
| Apr 2023 | $3.9B | $3.3B | $572.6M | 138 | 80 |
| Mar 2023 | $3.9B | $3.3B | $572.6M | 138 | 80 |
| Jul 2022 | $4.2B | $3.3B | $907.2M | 99 | 80 |
| Apr 2022 | $4.2B | $3.3B | $907.2M | 99 | 80 |
| Mar 2022 | $4.2B | $3.3B | $907.2M | 99 | 80 |
| Mar 2021 | $4.3B | $2.8B | $1.5B | 97 | 80 |
| Jun 2020 | $3.5B | $3.2B | $314.2M | 113 | 80 |
| May 2020 | $3.5B | $3.2B | $314.2M | 113 | 80 |
| Mar 2020 | $3.5B | $3.2B | $314.2M | 113 | 80 |
| Sep 2019 | $3.2B | $2.7B | $413.5M | 122 | 73 |
| Apr 2019 | $3.2B | $2.7B | $413.5M | 122 | 73 |
| Mar 2019 | $3.2B | $2.7B | $413.5M | 122 | 73 |
| Feb 2019 | $2.8B | $2.5B | $257.5M | 85 | 19 |
| Nov 2018 | $2.8B | $2.5B | $257.5M | 85 | 19 |
| Apr 2018 | $2.8B | $2.5B | $257.5M | 85 | 19 |
| Mar 2018 | $2.8B | $2.5B | $257.5M | 85 | 19 |
| Mar 2018 | $3.2B | $3B | $257.5M | 85 | 19 |
| Dec 2017 | $1.9B | $1.5B | $361.7M | 75 | 200 |
| Nov 2017 | $1.9B | $1.5B | $361.7M | 75 | 200 |
| Jul 2017 | $1.9B | $1.5B | $361.7M | 75 | 2,900 |
| Mar 2017 | $1.9B | $1.5B | $361.7M | 75 | 2,900 |
| Dec 2016 | $1.9B | $1.5B | $349.4M | 66 | 2,000 |
| Nov 2016 | $1.9B | $1.5B | $349.4M | 66 | 2,000 |
| Oct 2016 | $1.9B | $1.5B | $349.4M | 66 | 2,000 |
| Sep 2016 | $1.9B | $1.5B | $349.4M | 66 | 2,000 |
| Jun 2016 | $1.9B | $1.5B | $349.4M | 66 | 2,000 |
| Mar 2016 | $1.9B | $1.5B | $349.4M | 66 | 2,000 |
| Feb 2016 | $1.9B | $1.5B | $349.4M | 66 | 2,000 |
| Jul 2015 | $1.5B | $1.1B | $404.3M | 54 | 2,000 |
| Apr 2015 | $1.5B | $1.1B | $404.3M | 54 | 2,000 |
| Mar 2015 | $1.5B | $1.1B | $404.3M | 54 | 2,000 |
| Oct 2014 | $1.3B | $952.4M | $336.3M | 66 | 2,500 |
| Oct 2014 | $1.3B | $952.4M | $336.3M | 66 | 5,200 |
| Sep 2014 | $1.3B | $952.4M | $336.3M | 66 | 5,200 |
| Mar 2014 | $1.3B | $952.4M | $336.3M | 66 | 5,200 |
| Nov 2013 | $992.6M | $662.7M | $329.9M | 50 | 3,000 |
| Sep 2013 | $992.6M | $662.7M | $329.9M | 50 | 3,000 |
| Jul 2013 | $992.6M | $662.7M | $329.9M | 50 | 3,000 |
| May 2013 | $992.6M | $662.7M | $329.9M | 50 | 3,000 |
| Apr 2013 | $992.6M | $662.7M | $329.9M | 50 | 3,000 |
| Jan 2013 | $814.7M | $733.2M | $81.5M | 43 | 2,000 |
| Oct 2012 | $814.7M | $733.2M | $81.5M | 11 | 2,000 |
| Mar 2012 | $814.7M | $733.2M | $81.5M | 11 | 2,000 |
| May 2011 | $678.3M | $448.8M | $229.5M | -- | -- |
| Apr 2011 | $678.3M | $448.8M | $229.5M | -- | -- |
| Apr 2011 | $678.3M | $448.8M | $229.5M | -- | -- |
| Mar 2011 | $678.3M | $448.8M | $229.5M | -- | -- |
| Feb 2011 | $678.3M | $448.8M | $229.5M | -- | -- |
| Feb 2011 | $678.3M | $448.8M | $229.5M | -- | -- |
| Oct 2010 | $555.2M | $388.7M | $166.5M | -- | -- |
| Apr 2010 | $555.2M | $388.7M | $166.5M | -- | -- |
| Mar 2010 | $555.2M | $388.7M | $166.5M | -- | -- |
| Apr 2009 | $396M | $351.7M | $44.4M | -- | -- |
| Mar 2008 | $615.8M | $534.7M | $81.1M | -- | -- |
| Oct 2007 | $653.7M | $420.6M | $233.1M | -- | -- |
| Oct 2007 | $653.7M | $420.6M | $233.1M | -- | -- |
| Aug 2007 | $653.7M | $420.6M | $233.1M | -- | -- |
| Mar 2007 | $653.1M | $420.1M | $233.1M | -- | -- |
| Mar 2006 | $561.8M | $174.8M | $387M | -- | -- |
| Feb 2006 | $416.3M | $152.1M | $264.3M | -- | -- |
| Sep 2005 | $416.3M | $152.1M | $264.3M | -- | -- |
| Jan 2005 | $256.5M | $33.7M | $222.9M | -- | -- |
| May 2004 | $256.5M | $33.7M | $222.9M | -- | -- |
| Mar 2004 | $256.5M | $33.7M | $222.9M | -- | -- |
| Jan 2004 | $137.7M | $6.6M | $131.1M | -- | -- |
| Apr 2002 | $28.9M | $0 | $28.9M | 10 | -- |
| Aug 2001 | $0 | $0 | $0 | 10 | -- |
| Aug 2001 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$208.6M
Employees165
Clients80
DateJun 2024
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$100.4M
Employees165
Clients80
DateMar 2024
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$100.4M
Employees165
Clients80
DateDec 2023
Total AUM$3.9B
Discretionary$3.3B
Non-Disc.$572.6M
Employees138
Clients80
DateDec 2023
Total AUM$3.9B
Discretionary$3.3B
Non-Disc.$572.6M
Employees138
Clients80
DateOct 2023
Total AUM$3.9B
Discretionary$3.3B
Non-Disc.$572.6M
Employees138
Clients80
DateAug 2023
Total AUM$3.9B
Discretionary$3.3B
Non-Disc.$572.6M
Employees138
Clients80
DateApr 2023
Total AUM$3.9B
Discretionary$3.3B
Non-Disc.$572.6M
Employees138
Clients80
DateMar 2023
Total AUM$3.9B
Discretionary$3.3B
Non-Disc.$572.6M
Employees138
Clients80
DateJul 2022
Total AUM$4.2B
Discretionary$3.3B
Non-Disc.$907.2M
Employees99
Clients80
DateApr 2022
Total AUM$4.2B
Discretionary$3.3B
Non-Disc.$907.2M
Employees99
Clients80
DateMar 2022
Total AUM$4.2B
Discretionary$3.3B
Non-Disc.$907.2M
Employees99
Clients80
DateMar 2021
Total AUM$4.3B
Discretionary$2.8B
Non-Disc.$1.5B
Employees97
Clients80
DateJun 2020
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$314.2M
Employees113
Clients80
DateMay 2020
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$314.2M
Employees113
Clients80
DateMar 2020
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$314.2M
Employees113
Clients80
DateSep 2019
Total AUM$3.2B
Discretionary$2.7B
Non-Disc.$413.5M
Employees122
Clients73
DateApr 2019
Total AUM$3.2B
Discretionary$2.7B
Non-Disc.$413.5M
Employees122
Clients73
DateMar 2019
Total AUM$3.2B
Discretionary$2.7B
Non-Disc.$413.5M
Employees122
Clients73
DateFeb 2019
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$257.5M
Employees85
Clients19
DateNov 2018
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$257.5M
Employees85
Clients19
DateApr 2018
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$257.5M
Employees85
Clients19
DateMar 2018
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$257.5M
Employees85
Clients19
DateMar 2018
Total AUM$3.2B
Discretionary$3B
Non-Disc.$257.5M
Employees85
Clients19
DateDec 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$361.7M
Employees75
Clients200
DateNov 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$361.7M
Employees75
Clients200
DateJul 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$361.7M
Employees75
Clients2,900
DateMar 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$361.7M
Employees75
Clients2,900
DateDec 2016
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$349.4M
Employees66
Clients2,000
DateNov 2016
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$349.4M
Employees66
Clients2,000
DateOct 2016
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$349.4M
Employees66
Clients2,000
DateSep 2016
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$349.4M
Employees66
Clients2,000
DateJun 2016
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$349.4M
Employees66
Clients2,000
DateMar 2016
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$349.4M
Employees66
Clients2,000
DateFeb 2016
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$349.4M
Employees66
Clients2,000
DateJul 2015
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$404.3M
Employees54
Clients2,000
DateApr 2015
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$404.3M
Employees54
Clients2,000
DateMar 2015
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$404.3M
Employees54
Clients2,000
DateOct 2014
Total AUM$1.3B
Discretionary$952.4M
Non-Disc.$336.3M
Employees66
Clients2,500
DateOct 2014
Total AUM$1.3B
Discretionary$952.4M
Non-Disc.$336.3M
Employees66
Clients5,200
DateSep 2014
Total AUM$1.3B
Discretionary$952.4M
Non-Disc.$336.3M
Employees66
Clients5,200
DateMar 2014
Total AUM$1.3B
Discretionary$952.4M
Non-Disc.$336.3M
Employees66
Clients5,200
DateNov 2013
Total AUM$992.6M
Discretionary$662.7M
Non-Disc.$329.9M
Employees50
Clients3,000
DateSep 2013
Total AUM$992.6M
Discretionary$662.7M
Non-Disc.$329.9M
Employees50
Clients3,000
DateJul 2013
Total AUM$992.6M
Discretionary$662.7M
Non-Disc.$329.9M
Employees50
Clients3,000
DateMay 2013
Total AUM$992.6M
Discretionary$662.7M
Non-Disc.$329.9M
Employees50
Clients3,000
DateApr 2013
Total AUM$992.6M
Discretionary$662.7M
Non-Disc.$329.9M
Employees50
Clients3,000
DateJan 2013
Total AUM$814.7M
Discretionary$733.2M
Non-Disc.$81.5M
Employees43
Clients2,000
DateOct 2012
Total AUM$814.7M
Discretionary$733.2M
Non-Disc.$81.5M
Employees11
Clients2,000
DateMar 2012
Total AUM$814.7M
Discretionary$733.2M
Non-Disc.$81.5M
Employees11
Clients2,000
DateMay 2011
Total AUM$678.3M
Discretionary$448.8M
Non-Disc.$229.5M
Employees--
Clients--
DateApr 2011
Total AUM$678.3M
Discretionary$448.8M
Non-Disc.$229.5M
Employees--
Clients--
DateApr 2011
Total AUM$678.3M
Discretionary$448.8M
Non-Disc.$229.5M
Employees--
Clients--
DateMar 2011
Total AUM$678.3M
Discretionary$448.8M
Non-Disc.$229.5M
Employees--
Clients--
DateFeb 2011
Total AUM$678.3M
Discretionary$448.8M
Non-Disc.$229.5M
Employees--
Clients--
DateFeb 2011
Total AUM$678.3M
Discretionary$448.8M
Non-Disc.$229.5M
Employees--
Clients--
DateOct 2010
Total AUM$555.2M
Discretionary$388.7M
Non-Disc.$166.5M
Employees--
Clients--
DateApr 2010
Total AUM$555.2M
Discretionary$388.7M
Non-Disc.$166.5M
Employees--
Clients--
DateMar 2010
Total AUM$555.2M
Discretionary$388.7M
Non-Disc.$166.5M
Employees--
Clients--
DateApr 2009
Total AUM$396M
Discretionary$351.7M
Non-Disc.$44.4M
Employees--
Clients--
DateMar 2008
Total AUM$615.8M
Discretionary$534.7M
Non-Disc.$81.1M
Employees--
Clients--
DateOct 2007
Total AUM$653.7M
Discretionary$420.6M
Non-Disc.$233.1M
Employees--
Clients--
DateOct 2007
Total AUM$653.7M
Discretionary$420.6M
Non-Disc.$233.1M
Employees--
Clients--
DateAug 2007
Total AUM$653.7M
Discretionary$420.6M
Non-Disc.$233.1M
Employees--
Clients--
DateMar 2007
Total AUM$653.1M
Discretionary$420.1M
Non-Disc.$233.1M
Employees--
Clients--
DateMar 2006
Total AUM$561.8M
Discretionary$174.8M
Non-Disc.$387M
Employees--
Clients--
DateFeb 2006
Total AUM$416.3M
Discretionary$152.1M
Non-Disc.$264.3M
Employees--
Clients--
DateSep 2005
Total AUM$416.3M
Discretionary$152.1M
Non-Disc.$264.3M
Employees--
Clients--
DateJan 2005
Total AUM$256.5M
Discretionary$33.7M
Non-Disc.$222.9M
Employees--
Clients--
DateMay 2004
Total AUM$256.5M
Discretionary$33.7M
Non-Disc.$222.9M
Employees--
Clients--
DateMar 2004
Total AUM$256.5M
Discretionary$33.7M
Non-Disc.$222.9M
Employees--
Clients--
DateJan 2004
Total AUM$137.7M
Discretionary$6.6M
Non-Disc.$131.1M
Employees--
Clients--
DateApr 2002
Total AUM$28.9M
Discretionary$0
Non-Disc.$28.9M
Employees10
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--