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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 30, 2025 and June 30, 2026, reported AUM decreased 2.2%, from $4.6B to $4.5B.
Across 5 reported observations, AUM increased 7.8% between July 18, 2022 and June 30, 2026, from $4.2B to $4.5B.
Of the latest reported AUM, 96.5% is discretionary and 3.5% is non-discretionary.
The firm reports 76 advisory representatives and 6,379 clients, or 83.9 clients per representative. That equates to $707.6K in reported AUM per client.
The profile lists 42 reported office locations and 24 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Spire Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Spire Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Spire Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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