Spire Wealth Management, LLC

Registered investment adviser · Mclean, VA · CRD #113908

Form ADV data as of 2026-09-01

Regulatory assets

$4.51 billion

Total accounts

15,272

Employees

145

Disclosure events

Firm details

Website: http://www.barnettfinancialgroup.com
Telephone: 703-657-6060
SEC file number: 801-60468
Most recent Form ADV filing: 2026-06-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 9 disclosure questions answered Yes, covering 16 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a false statement or omission
SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
Another regulator denied, suspended, or revoked a registration or restricted activity
A self-regulatory organization found a violation of its rules
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.35 billion
Non-discretionary regulatory assets under management	$159.3 million
Total regulatory assets under management	$4.51 billion
Discretionary accounts	15,131
Non-discretionary accounts	141
Total accounts	15,272
Regulatory assets under management attributable to non-U.S. persons	$56.0 million

People

Total employees (excluding clerical)	145
Employees performing investment advisory functions (including research)	76
Employees who are registered representatives of a broker-dealer	69
Employees registered as investment adviser representatives with a state	36
Employees registered as IARs for another investment adviser	1
Employees who are licensed insurance agents	51
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	4

How the firm is compensated

A percentage of assets under managementHourly chargesSubscription fees (for a newsletter or periodical)Fixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Other

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	6,023	$3.04 billion
High net worth individuals	128	$1.29 billion
Charitable organizations	44	$20.0 million
Corporations or other businesses not listed above	184	$168.0 million