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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SPAHN, KYLE, ROBERT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SPAHN, KYLE, ROBERT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SPAHN, KYLE, ROBERT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SPAHN, KYLE, ROBERT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SPAHN, KYLE, ROBERT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (1)
AZ
Address
4310 NORTH 75TH STREETSCOTTSDALE, AZ 85251
United States
Phone: 602-730-6114