Spahn Wealth & Retirement LLC
Spahn Wealth & Retirement LLC is an SEC-registered wealth manager in Scottsdale, AZ with $181.4M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Spahn Wealth & Retirement LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285932, SEC 801-125766, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $181.4M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 2
- Clients
- 133
- CRD
- 285932
- Ownership
- SPAHN, KYLE, ROBERT
How much AUM does Spahn Wealth & Retirement LLC have?
Spahn Wealth & Retirement LLC reported $181.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Spahn Wealth & Retirement LLC?
Disclosed owners and executives of Spahn Wealth & Retirement LLC include SPAHN, KYLE, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.