LP Profile

SpirePoint Private Client

Also known as spirepoint private client

Wealth ManagerVero Beach, United StatesFounded 2023
$1.4B
Assets Under Management
Vero Beach
Headquarters
Investment Focus

About SpirePoint Private Client

Spirepoint Private Client, LLC is a United States firm offering wealth management and comprehensive financial solutions to ultra-high-net-worth families. Its investment strategies are tailored, emphasizing tax optimization, philanthropy and business exit planning, and draw on the expertise of veteran advisors.

Preferred Investment Types

Real Estate - General

Preferred Sectors & Themes

Real EstateIndustrial Property Acquisition & Development
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to SpirePoint Private Client from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.4B
Total Clients
1,376
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to SpirePoint Private Client across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is SpirePoint Private Client?

SpirePoint Private Client is a wealth manager based in Vero Beach, United States, managing approximately $1.4B in assets.

Where is SpirePoint Private Client headquartered?

SpirePoint Private Client is headquartered in Vero Beach, United States.

How much does SpirePoint Private Client manage?

SpirePoint Private Client manages approximately $1.4B in assets under management.

When was SpirePoint Private Client founded?

SpirePoint Private Client was founded in 2023.

What does SpirePoint Private Client invest in?

SpirePoint Private Client focuses on Real Estate - General, Real Estate, Industrial Property Acquisition & Development.

How can I contact SpirePoint Private Client?

Verified contact details, key decision-makers, and investment preferences for SpirePoint Private Client are available on LPbacked. Create a free account to access them.