Spirepoint Private Client, LLC
SEC RegisteredFamily Office
About the firm
SpirePoint Private Client is a wealth management firm founded by veteran advisors who provide advice, guidance and solutions to successful individuals and families. They empower clients to make smart financial decisions through sound advice and solutions designed to address their multifaceted needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family office services including family office structure, asset management, legacy planning, diligence reporting, philanthropic planning, business exit and compensation, and tax strategies; as well as wealth management services including financial management, charitable giving, financial planning, life coaching and family counseling, estate and tax planning, and legacy planning.
Who they serve
Successful individuals and families, including ultra-high-net-worth and multi-generational families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 391 | $58M |
| High Net Worth Individuals | 930 | $1.2B |
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Spirepoint Private Client, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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