RIA Intel›Advisers›California›SPEIRO INVESTMENTS, LLC

SPEIRO INVESTMENTS, LLC

Advisory

CA

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in CA

#3,634

of 5,480 advisers by AUM

Average account

$894K

across 47 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$30M

Non-Discretionary AUM$12M

Discretionary %71.1%

Total Clients47

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

47 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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