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SPIRE WEALTH MANAGEMENT, LLC

MCLEAN, VA · CRD 113908 · IAPD ↗ · barnettfinancialgroup.com · 703-657-6060

$4.51BRegulatory AUM
76Advisory reps
145Employees
0Clients
11-25Planning clients
0Private funds
53States
16Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — SPIRE WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (15 -> 16).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — SPIRE WEALTH MANAGEMENT, LLC shrank from 93 to 76 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
March 2026 — SPIRE WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (14 -> 15).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — SPIRE WEALTH MANAGEMENT, LLC added office(s): 45 -> 47 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — SPIRE WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — SPIRE WEALTH MANAGEMENT, LLC grew from 68 to 93 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.