Spire Wealth Management, LLC

Spire Wealth Management, LLC (CRD# 113908) is a financial advisory firm headquartered in Reston, VA. They manage $1,868,383,975 in 5,691 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,868
    MILLION
  • Total Number of Accounts
    5,691
    ACCOUNTS
  • Average Account Value
    $328,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Spire Wealth Management, LLC
Showing 1 - 10 of 51 top financial advisors.
1
Gary A. Korolev
CRD#: 4806051
7901 Jones Branch Dr., Suite 800, Mclean, VA 22102
103
Wealthminder
score

Gary Korolev manages a comprehensive Wealth Management practice centered around meetings his clients’ Investment Management, Risk Management, Estate and Retirement Planning needs.

 

Gary has built his practice with a focus on High Net Worth individuals, families and business owners with financial needs far beyond investment management. His clients are provided with a truly comprehensive wealth strategy that benefits from combining his extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys.

 

“We take such a comprehensive and involved approach in serving our clients’ wealth growth, preservation and transfer needs effectively and tax efficiently that they come to see us as their primary source of financial expertise. We work closely with our clients’ attorneys and accountants to address their financial, tax, estate and philanthropic needs.”

 

Gary has a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses. He resides in Northern Virginia with his wife and son, and enjoys spending time with his family and friends as well as reading and travel.

2
Brenda P. Blisk
CRD#: 1470911
7918 Jones Branch Drive, Suite 750, Mclean, VA 22102
96
Wealthminder
score

Brenda Blisk (CRD# 1470911) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 30 years of experience in the finance industry. Brenda Blisk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Douglas A. Bowers
CRD#: 2433256
1840 Michael Faraday Dr., Suite 105, Reston, VA 20190
96
Wealthminder
score

Douglas Bowers (CRD# 2433256) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 22 years of experience in the finance industry. Douglas Bowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Linda V. English
CRD#: 1091107
7918 Jones Branch Dr., Suite 750, Mclean, VA 22102
96
Wealthminder
score

Linda English (CRD# 1091107) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 33 years of experience in the finance industry. Linda English has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew E. Gaffey
CRD#: 5249415
7901 Jones Branch Dr.,, Suite 800, Mclean, VA 22102
96
Wealthminder
score

Matthew Gaffey (CRD# 5249415) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 9 years of experience in the finance industry. Matthew Gaffey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Yohanna Gorfu
CRD#: 4148774
1840 Michael Faraday Dr, Suite 105, Reston, VA 20190
96
Wealthminder
score

Yohanna Gorfu (CRD# 4148774) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 16 years of experience in the finance industry. Yohanna Gorfu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Cecile E. Hult
CRD#: 5563127
7901 Jones Branch Dr, Suite 800, Mclean, VA 22102
96
Wealthminder
score

Cecile Hult (CRD# 5563127) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 7 years of experience in the finance industry. Cecile Hult has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Liliana N. Molina
CRD#: 2533723
1840 Michael Faraday Dr., Suite 105, Reston, VA 20190
96
Wealthminder
score

Liliana Molina (CRD# 2533723) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 22 years of experience in the finance industry. Liliana Molina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Dianne W. Nolin
CRD#: 2181092
7918 Jones Branch Drive, Suite 750, Mclean, VA 22102
96
Wealthminder
score

Dianne Nolin (CRD# 2181092) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 25 years of experience in the finance industry. Dianne Nolin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
William N. Price
CRD#: 1994415
1840 Michael Faraday Dr., Suite 105, Reston, VA 20190
96
Wealthminder
score

William Price (CRD# 1994415) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 23 years of experience in the finance industry. William Price has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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