firm profile
Spire Wealth Management, LLC
Overview
Spire Wealth Management, LLC is an SEC registered investment adviser based in McLean, VA, registered since 2001. It reports $4.5B in assets under management across 15,272 accounts, with 145 employees. It has 67 investment adviser representatives.
- Reported AUM
- $4.5B
- Discretionary
- 96%
- Accounts
- 15,272
- Average account
- $296K
- Employees
- 145
- Advisory reps
- 67
- Registered since
- 2001
- Jurisdictions
- 53
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees. Sponsors a wrap fee program.
Executive officers 3 of 3
- David Lloyd Blisk Chief Executive Officer CRD 2155652
- Robert Michael Lord Chief Operating Officer CRD 6773236
- Feisal Ahmed Khan Malik Vice President CRD 2115832
Advisory reps 3 of 67
- Christopher Scott Airey Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3083616
- Sean Backs Investment Adviser Rep CRD 8039969
- Howard Jay Barnett Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2183706
64 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 7901 Jones Branch Dr Ste 800
McLean, VA 22102 - County
- Fairfax
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: levorchickwealth.com
Every state, with registration dates
Similar firms near McLean
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- Gladstone Management CorporationMcLean, VA$4.8B AUM
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