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SPAHN WEALTH & RETIREMENT LLC

SCOTTSDALE, AZ · CRD 285932 · IAPD ↗ · 602-730-6114

$181.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — SPAHN WEALTH & RETIREMENT LLC reported RAUM up 32% ($127.3M -> $167.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — SPAHN WEALTH & RETIREMENT LLC reported RAUM up 26% ($100.9M -> $127.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — SPAHN WEALTH & RETIREMENT LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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