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SPAHN WEALTH & RETIREMENT LLC

UUID66138500-85da-53cb-bb9c-ca7102a7abab
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 285932 285932 1.0
cik 0001949033 1949033
sec_file_number 801-125766 801-125766

Profile

WebsiteHTTPS://WWW.LINKEDIN.COM/IN/KYLE-R-SPAHN-CFP%C2%AE-8B61B260
HQ CitySCOTTSDALE
HQ StateAZ
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)167,417,382.0
  • RAUM (discretionary)167,417,382.0
  • Actionable assets113,935,117.0
  • Accounts271.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM113,935,117.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.