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AO
AO

Angelica Lynn Orozco

Spire Wealth Management, LLC
12 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Spire Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

Location

7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Spire Wealth Management, LLC
February 2022 - Present · 4 yrs
Spire Securities, LLC
February 2022 - Present · 4 yrs
Spire Securities, LLCBroker
February 2022 - Present · 4 yrs
Previous Registrations
Morgan Stanley
October 2019 - January 2022 · 2 yrs 3 mos
Morgan StanleyBroker
October 2019 - January 2022 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - August 2019 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - August 2019 · 6 yrs
State Registrations1 state
SC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.