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Part 2A of Form ADV: Firm BrochureSpire Wealth Management, LLC 1840 Michael Faraday Dr. Suite 105 Reston, VA 20190Telephone: 7036576060 Email: info×spireip.com Web Address: www.SpireIP.com July 2018This
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01
To fill out Form ADV, follow these steps:
02
Begin by providing basic information about your firm, such as its legal name, address, and contact information.
03
Indicate the type of investment adviser you are and provide details about your ownership structure.
04
Disclose any disciplinary history or conflicts of interest that might exist.
05
Provide information about your clients, including the types of services you offer and the fees you charge.
06
Report details about your employees and their professional qualifications.
07
Disclose any affiliations or business relationships that could create conflicts of interest.
08
Complete the required financial disclosures, including details about your assets under management.
09
Review the completed form for accuracy and make any necessary revisions.
10
Submit the form electronically through the Investment Adviser Registration Depository (IARD) system.
11
Keep a copy of the completed form for your records.

Who needs form adv - mink?

01
Any firm or individual acting as an investment adviser for compensation needs to fill out Form ADV.
02
This includes mink, as well as other investment advisers, whether they are registered with the Securities and Exchange Commission (SEC) or state securities regulators.
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Form ADV is a key disclosure document that provides important information to clients regarding an investment adviser's business practices, conflicts of interest, and disciplinary history.
04
By requiring investment advisers to complete and update Form ADV, regulators aim to enhance transparency and protect investors.
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Form ADV-Mink is a report that investment advisers who manage private funds are required to file with the Securities and Exchange Commission.
Investment advisers who manage private funds are required to file Form ADV-Mink.
Form ADV-Mink is typically filled out electronically through the Investment Adviser Registration Depository (IARD) system.
The purpose of Form ADV-Mink is to provide the SEC with information about the private funds managed by an investment adviser.
Form ADV-Mink requires information about the private funds managed by the investment adviser, including assets under management, investors, and fees.
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