Spire Wealth Management, LLC

Spire Wealth Management, LLC (CRD# 113908) is a financial advisory firm headquartered in Mclean, VA. They manage $4,777,743,993 in 15,951 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,778
    MILLION
  • Total Number of Accounts
    15,951
    ACCOUNTS
  • Average Account Value
    $299,526
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Spire Wealth Management, LLC
Showing 31 - 40 of 71 top financial advisors.
31
Michael J. Kiley
CRD#: 851062
2050 Main Street, Suite 950, Irvine, CA 92614

Michael Kiley (CRD# 851062) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Irvine, CA and has over 35 years of experience in the finance industry.

32
David L. Kopp
CRD#: 2939635
Englewood, CO

David Kopp (CRD# 2939635) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Englewood, CO and has over 26 years of experience in the finance industry.

33
Phillip M. Krause
CRD#: 5180089
401 E. Las Olas Blvd, Suite 1400, Fort Lauderdale, FL 33301

Phillip Krause (CRD# 5180089) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.

34
Bernard M. Kroll
CRD#: 6743229
906 N. Parham Rd., Suite 201, Richmond, VA 23229

Bernard Kroll (CRD# 6743229) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Richmond, VA and has over 6 years of experience in the finance industry.

35
Jan P. Lee
CRD#: 2947738
692 Ritchie Hwy, Suite 204, Severna Park, MD 21146

Jan Lee (CRD# 2947738) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Severna Park, MD and has over 26 years of experience in the finance industry.

36
David J. Levorchick
CRD#: 4849302
212 East Court Street, Suite 101, Sidney, OH 45365

David Levorchick (CRD# 4849302) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Sidney, OH and has over 18 years of experience in the finance industry.

37
William R. Lloyd
CRD#: 1995407
11710 Plaza America Dr., Suite 2000, Reston, VA 20190

William Lloyd (CRD# 1995407) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 32 years of experience in the finance industry.

38
Feisal A. Malik
CRD#: 2115832
1840 Michael Faraday Dr., Suite 105, Reston, VA 20190

Feisal Malik (CRD# 2115832) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 33 years of experience in the finance industry.

39
Marcus L. Malone
CRD#: 5373707
7901 Jones Branch Dr., Suite 810, Mclean, VA 22102

Marcus Malone (CRD# 5373707) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 6 years of experience in the finance industry.

40
Jeffrey P. McCoy
CRD#: 2179682
7918 Jones Branch Dr., Suite 750, Mclean, VA 22102

Jeffrey McCoy (CRD# 2179682) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 32 years of experience in the finance industry.

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