SPYRNAL WEALTH MANAGEMENT, LLC
Legal name: SPYRNAL FINANCIAL GROUP
CRD #299957 SEC #801-129269 BOKEELIA, FL 239.282.2835
SEC Registered
Total AUM
$117.9M
Discretionary
$114.3M
Employees
4
Clients
0
Accounts
384
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LANTZ, WARREN, CRAIG | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANTZ, WARREN, CRAIG | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANTZ, WARREN, CRAIG | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANTZ, WARREN, CRAIG | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPYRNAL, TIMOTHY, JAMES | I | IAR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHAELS, CHAD, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHAELS, CHAD, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHAELS, CHAD, PATRICK | I | MANAGING MEMBER | E | Control |
| MICHAELS, CHAD, PATRICK | I | MANAGING MEMBER | E | Control |
| MICHAELS, CHAD, PATRICK | I | MANAGING MEMBER | E | Control |
| MICHAELS, CHAD, PATRICK | I | MANAGING MEMBER | E | Control |
| MICHAELS, CHAD, PATRICK | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jun 13, 2025 REGISTERED
Notice Filings (9)
FL IL MI MN NC NH PA TX WI
Address
5524 AVENUE ABOKEELIA, FL 33922
United States
Phone: 239.282.2835