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SPARK FINANCIAL ADVISORS

RICHMOND, VA · CRD 296914 · IAPD ↗ · 804-451-1210

$147.1MRegulatory AUM
4Advisory reps
7Employees
9Clients
11-25Planning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — SPARK FINANCIAL ADVISORS reported RAUM up 27% ($115.8M -> $147.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2025 — SPARK FINANCIAL ADVISORS (RICHMOND, VA) is newly SEC-registered with $115.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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