A complete list of active advisors currently associated with Spire Wealth Management, LLC

Warmer can help you find a great advisor at Spire Wealth Management, LLC or one who fits your needs even better.

Spire Wealth Management provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, trusts and retirement plans, offering both discretionary and non‑discretionary portfolio management as well as manager‑of‑managers arrangements. The firm reports roughly $4.5 billion in assets under management, about 70 advisors and more than 6,100 clients, and delivers advisor‑led and model portfolio solutions. Spire’s investment platform combines advisor-constructed portfolios, model asset allocation strategies and sub‑advised strategies, including Corbett Road Capital Management’s described “smarttactical” macrocast/microcast overlays, HELIX hybrid series, buffered outcome (FLEX options) strategies and passive myPath ETF allocations. The firm discloses the use of tactical, active and passive approaches and may employ derivatives, option writing and private investments where appropriate to a client’s objectives and risk profile. Distinctive features noted in the brochure include dually registered sub‑advisory relationships and previously disclosed joint‑venture ties with Corbett Road Capital Management, while a material change also states the firm no longer has ownership in CRCM; certain model strategies involve shared fees. The brochure further discloses past regulatory settlements (an SEC matter involving mutual fund share‑class disclosures and recent Virginia registration resolutions) and operational changes such as the replacement of its investment agreement, which the firm states will require client renewals.

To learn more about the advisors currently working at Spire Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Spire Wealth Management, LLC's office locations.