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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2016
- Office Locations
- 1
Office Locations
About Spahn Wealth & Retirement LLC
Spahn Wealth & Retirement is a boutique, independent RIA in Scottsdale, AZ focused on personalized retirement planning and ongoing wealth management. The firm builds risk-managed, custom investment mixes aligned to each client’s goals and tolerance, then monitors and adjusts over time. Led by CFP Kyle Spahn (20+ years in planning), it operates with a transparent, fee-based approach and primarily custodies with Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KYLE ROBERT SPAHN
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2998865
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,438,726 | $641,126 |
| Non-Discretionary | $0 | -- |
| Total | $181,438,726 | $641,126 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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