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SPEAR ADVISORS LLC

· CRD 314594 · IAPD ↗ · spear-invest.com · 347-597-2738

$181.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
June 2026 — SPEAR ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
June 2026 — SPEAR ADVISORS LLC reported RAUM up 198% ($60.8M -> $181.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
November 2024 — SPEAR ADVISORS LLC reported RAUM up 675% ($8.7M -> $67.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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