# SPIRE WEALTH MANAGEMENT, LLC

SPIRE WEALTH MANAGEMENT, LLC of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 113908
- Type: SEC-registered investment adviser
- SEC file number: 801-60468
- Location: 7901 JONES BRANCH DR., SUITE 800, MCLEAN, VA, 22102
- Phone: 703-657-6060
- Latest filing: 2026-06-30
- Regulatory AUM: $4.5B
- Discretionary AUM: $4.4B
- Non-discretionary AUM: $159.3M
- Clients: 145
- Accounts: 15,272

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| MALIK KHAN | CCO; CHIEF COMPLIANCE OFFICER; V. PRES. | SAVAGE, MD |
| David Lloyd Blisk | CEO; MANAGING MEMBER | — |
| Robert Michael Lord | COO | — |
| Lauramarie Elizabeth Ross | CHIEF STRATEGY OFFICER | — |
| Feisal Ahmed Khan Malik | CHIEF COMPLIANCE OFFICER | — |
| GAFFEY LAWRENCE JOHN | CEO; MEMBER; PRINCIPAL (+1 more) | — |
| BLISK DAVID LLOYD | CEO; MANAGING MEMBER; MEMBER (+1 more) | — |
| MCKEOWN SUZANNE MARIE | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; V. PRES. & CHIEF COMPLIANCE OFFICER | — |
| FOURNIER PHILLIP FREDERICK | CHIEF ADMINISTRATIVE OFFICER; CHIEF OPERATIONS OFFICER; SR. V. PRESIDENT (+1 more) | — |
| DEANE ROBERT BRYAN | PRINCIPAL | — |
| CHAO WILLIAM | VP - OPERATIONS | — |
| DONALD STEVEN CURTIS | VP - OPERATIONS; VP - VENDOR RELATIONS | — |
| O'LEARY GARTH ANDREW | DIRECTOR OF OPERATIONS | — |
| MURPHY PAUL T | CMO | — |
| BRAWLEY STUART EDWARD | VP - FINANCE | — |
| RAMOS KEVIN ALFRED | V.P. DIRECTOR OF OPERATIONS | — |
| WILKINSON CHRISTOPHER KEITH | VP - BUSINESS DEVELOPMENT | — |
| LORD ROBERT MICHAEL | COO | — |
| BRIGHT JOSHUA JOSEPH | DIRECTOR OF FINANCE | — |
| EICKELBERG ALLEN CHARLES | DIRECTOR OF OPERATIONS | — |
| ROSS LAURAMARIE ELIZABETH | SR. VICE PRESIDENT | — |


## Disclosures (37)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2026-05-15 | regulatory | THE DIVISION ALLEGES THAT FROM JANUARY 2025 UNTIL DECEMBER 2025 DEFENDANT EMPLOYED AN INVESTMENT ADVISOR REPRESENTATIVE WITH A PLACE OF BUSINESS IN VIRGINIA WHO WAS NOT REGISTERED WITH THE DIVISION IN VIOLATION OF ? 13.1-504 C (II) OF THE ACT. | Final | $3K |
| 2026-02-03 | regulatory | WITHOUT ADMITTING OR DENYING THE ALLEGATIONS IN THE ORDER, THE INVESTMENT ADVISER WAS ALLEGED TO HAVE VIOLATED 21 VAC 5-80-170 C OF THE COMMISSION'S RULES GOVERNING INVESTMENT ADVISORS, 21 VAC 5-80-10 ET SEQ. OF THE CODE OF VIRGINIA. | Final | $17K |
| 2019-03-11 | regulatory | IA RELEASE 40-5188 / MARCH 11, 2019: THE SECURITIES AND EXCHANGE COMMISSION DEEMS IT APPROPRIATE AND IN THE PUBLIC INTEREST THAT PUBLIC ADMINISTRATIVE AND CEASE-AND-DESIST PROCEEDINGS BE INSTITUTED AGAINST SPIRE WEALTH MANAGEMENT, LLC ("RESPONDENT"). ON THE BASIS OF THIS ORDER AND RESPONDENT'S OFFER… | Final | — |
| 2009-07-01 | regulatory | THAT S. AIREY ENGAGED IN PRIVATE SECURITIES TRANSACTIONS WITHOUT PROVIDING PRIOR WRITTEN NOTICE TO OR RECEIVING PRIOR APPROVAL FROM HIS EMPLOYER MEMBER FIRM. | Final | $5K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113908/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113908/similar
- Related entities: https://search.stillhousedata.com/firm/113908/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113908

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.