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SPIREPOINT PRIVATE CLIENT, LLC

VERO BEACH, FL · CRD 327350 · IAPD ↗ · spirepointpc.com · 772-316-1271

$1.44BRegulatory AUM
8Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
July 2026 — SPIREPOINT PRIVATE CLIENT, LLC notice-filed in CA, MI, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — SPIREPOINT PRIVATE CLIENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — SPIREPOINT PRIVATE CLIENT, LLC reported RAUM up 28% ($1.12B -> $1.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2026 — SPIREPOINT PRIVATE CLIENT, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — SPIREPOINT PRIVATE CLIENT, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — SPIREPOINT PRIVATE CLIENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
December 2025 — SPIREPOINT PRIVATE CLIENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — SPIREPOINT PRIVATE CLIENT, LLC notice-filed in CO, GA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — SPIREPOINT PRIVATE CLIENT, LLC now reports custody of client assets ($165.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2025 — SPIREPOINT PRIVATE CLIENT, LLC crossed $1B in regulatory AUM ($934.1M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
June 2024 — SPIREPOINT PRIVATE CLIENT, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — SPIREPOINT PRIVATE CLIENT, LLC notice-filed in NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — SPIREPOINT PRIVATE CLIENT is now doing business as SPIREPOINT PRIVATE CLIENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
April 2024 — SPIREPOINT PRIVATE CLIENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — SPIREPOINT PRIVATE CLIENT, LLC reported RAUM up 28% ($730.3M -> $934.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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