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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-2001
- Office Locations
- 42
Office Locations
About Spire Wealth Management, LLC
Spire Wealth Management is a boutique hybrid RIA focused on supporting successful independent financial advisors. It provides administrative lift (IT, reporting, client service), dedicated OSJ/CCO supervision and compliance, and a secured cloud perimeter so advisors can work from anywhere. Investment work centers on portfolio construction and asset allocation using ETFs and other public funds, with custody support including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID LLOYD BLISK
Chief Executive Officer
- CRD
- #2155652
- Ownership
- Less than 5%
ROBERT MICHAEL LORD
Chief Operating Officer
- CRD
- #6773236
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CHRISTOPHER SCOTT AIREY
President, Chairman
- CRD
- #3083616
Sean Backs
Wealth Consultant
- CRD
- #8039969
Showing 2 of 72 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,354,514,634 | $287,788 |
| Non-Discretionary | $159,319,878 | $1,129,928 |
| Total | $4,513,834,512 | $295,563 |
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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 |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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