SEC Form ADV · CIK 1949033

SPAHN WEALTH & RETIREMENT LLC

Firm profile: Spahn Wealth & Retirement — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserAZ

$181.4M

Assets Under Management

283

Total Clients

Employees

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Registration Details

CIK: 1949033
Accession: CRD-285932
Location: SCOTTSDALE, AZ
Filing Date: March 23, 2026
AUM: $181.4M
Total Clients: 283
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

SPAHN WEALTH & RETIREMENT LLC is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $181.4M in assets across 283 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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