SPAHN WEALTH & RETIREMENT LLC
CRD #285932 SEC #801-125766 SCOTTSDALE, AZ 602-730-6114
SEC Registered
Total AUM
$167.4M
Discretionary
$167.4M
Employees
2
Clients
10
Accounts
271
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $167.4M | $167.4M | $0 | 2 | 0 |
| Mar 2024 | $127.3M | $127.3M | $0 | 2 | 0 |
| Mar 2023 | $100.9M | $100.9M | $0 | 1 | 4 |
| Jun 2022 | $117.1M | $117.1M | $0 | 1 | 4 |
| Apr 2022 | $117.1M | $117.1M | $0 | 1 | 4 |
DateMar 2025
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees1
Clients4
DateJun 2022
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees1
Clients4
DateApr 2022
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees1
Clients4